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Technology Stocks : Oracle Corporation (ORCL)

ORCL 198.80

-5.6%

Nov 21 9:30 AM EST

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To: Michael Young who wrote (10065)	3/13/1999 1:26:00 PM
From: Lizzie Tudor	Read Replies (1) of 19079

If Gates is the Michael Jordan of tech, then Ellison is like Partick Ewing. A perpetual wannabe with a big month. Why don't you guys seem concerned that Ellison doesn't shut his mouth and concentrate on running ORCL? Righto, and lets all remember that in the early 90s Oracle was in the exact same position as Msft with respect to their ownership of the "platform" for enterprise data. In fact, just as an off the cuff comment, if I were defending msft on that grounds I would use Oracle as a counterexample of how the platform owners don't always win. Anyway Oracle could have pushed everybody out of ERP (but didn't) - if they can't develop something on their own they should have bought the technology, and then, when they were done with that at Oracle they should have started offering all kinds of enterprise productivity products (I'm thinking about things like, say, corporate data event-driven email) that used Oracle as the file system vs. the underlying unix OS.

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