"I am not long or short, but rather interested in the company on a long term basis and doing some homework."
I.S.,
Fundamentals in a nutshell. Oracle is positioning themselves to be a big player in the thin client/server universe. They are using Java as their way in. Microsoft, as we know, is pretty much against Java. Microsoft is reluctantly positioning themselves in the thin client world via RDP (or ICA) technology.
To do the Java route is very risky because all their apps have to be rewritten for Java. In order for Oracle's vision of a thin client world to take hold, ERPs have to latch on to the same technology. Java is a risky business, but does have a lot of momentum.
The other alternative (a Citrix solution), is less risky because apps don't have to be re-written to be deployed. I explain it in more detail starting at my post at:
Message 9240836
If you skim over them to my latest post, you will see I did a lot of comparisons between an ICA solution vs a Java(Oracle) solution. I think if you read over all of them, you'll get a very good idea of where Oracle is positioning themselves (IMHO).
It's a very interesting sector because just about everyone is interested in reducing TCO(Total Cost of Ownership) and Thin Client computing is quickly catching on. It's just a matter of which, "operating system," will win or maybe both can thrive?
Hope this helps,
MikeM(From Florida) |
