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Technology Stocks : How high will Microsoft fly?
MSFT 478.29-1.8%Nov 20 3:59 PM EST

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To: taxman who wrote (20975)4/20/1999 9:52:00 PM
From: J Krnjeu  Read Replies (2) of 74651
 
Mr. taxman,

if msft database sales strong, is it just msft or industry wide in your view

I believe that MSFT database server sales are getting stronger. Whether the database industry is growing or not, MSFT is taking market share from Oracle. Don't get me wrong, I like Oracle products and use them daily.

SQL Server is improving and is moving from the lower end of the market upward and taking share from Oracle. Oracle has had to drop their price to compete with SQL Server. SQL Server has change and is able to handle the up to 100 Gigabyte market well and at a lower cost than Oracle. Oracle has had to give the database away in some instances to keep market share.

I've had Oracle stock in the mid 1990's and held it thru 2 splits. Sold out of it when the price went into the dumper in 1997. I won't buy it again because the database market is under pressure from MSFT. The applications business is slowing as the Y2K sales have occured already.

I have recently completed installing the Oracle Web Server at a fortune 500 company. The web will be an expanding place for the database.

Thank You

JK

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