Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: KY who wrote (760)	3/16/1999 6:06:00 PM
From: DownSouth	Read Replies (1) of 54805

ORCL is a King, but its throne is threatened. ORCL is redefining its kingdom. They tried with the NC (network computer), but that was a dud. Now they are applying their skills in carving out internet/database tools, with some success. ORCL is also trying to keep its solutions business (financials, HR, etc.) in order and using its own tools to web-enable to whole lot. Here they compete with SAP, PSFT, etc, where they are a prince. ORCL's database offering will remain the King of a nich--enterprise databases, for at least a couple of more years. Meanwhile MS SQL is surrounding it at the departmental and small-medium enterprise level. IMO, of course.

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