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Technology Stocks : Oracle Corporation (ORCL)

ORCL 236.10

-1.9%

3:59 PM EST

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To: hasbeen101 who wrote (10728)	5/26/1999 2:43:00 PM
From: MikeM54321	Read Replies (2) of 19079

Re: Oracle's Java-based 8i Program "Oracle totally dominates the RDBMS market. Most people love it for that reason." Damien, Exactly. And now from what I am understanding, aren't most investors confusing Oracles current Internet(8i) push for something that it is not? I consider Oracle to be an, "Internet" play just because of their RDBMS products. And NOT the "i" product push. But it appears most investors believe Oracle is an Internet play because of 8i's release. But the real bread and butter products are their RDBMS programs. The 8i is a risky proposition because it is based on Java technology. It's the first of Oracle's attempts to produce a database program using Java technology. It appears, from reading these posts, most investors believe all of Oracle is, "Internet" related (via Java). I can't blame them because just about every press release that comes out of Oracle is slanted to lead one to believe the "i" program is taking off like WILDFIRE. But in reality it's more like a Larry Ellison experiment to see if Java technology can successfully shoot down Microsoft. So what are the real, "facts" behind how well 8i is selling? Does anybody know? Oracle is marketing the heck out of it. No one can argue that. But I would be concerned that a lot of time and energy went into the "i" push and may not be resulting in strong sales? IMHO they may do better to focus their energy on their core RDBMS products. They can still be the top ERP database company in the world on that alone. And can still call themselves, "An Internet Infrastructure Play." I'm just wondering, if you cut away all the "i" hype, is 8i really doing that well? Java is risky and as far as I know, Oracle is the first ERP company to develop and deploy an ERP level software program based on it. I can never get a feel for how well it is selling because all the press releases drop so much hype and confusion into the 8i product by tying it into the success of their core RDBMS products. I'm very curious as to how well the 8i product is actually selling. Does anyone have some facts? MikeM(From Florida)

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