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Technology Stocks : Oracle Corporation (ORCL)
ORCL 227.00-3.9%Nov 12 3:59 PM EST

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To: WTSherman who wrote (10844)5/27/1999 11:54:00 AM
From: MikeM54321  Read Replies (1) of 19079
 
"Rather, its LE's burning desire to get around MS and whether or not he is pushing their organization to Java before its ready. Its interesting to note that IBM made a decision two years ago to develop most of their new applications in Java. Few are deployed today and they have had to go back and update older versions, non-Java, to keep customers happy."

WT,
Same questions have me concerned on both counts. This kind of reminds me of Ellison's NC push. That was going to be a MSFT killer and he went crazy with the product before anyone actually knew how it was supposed to fit in the scheme of things. And in most people's opinions, it ultimately was a bad decision.

I'm not nearly on top of the Java push as others, but I also remember IBM had an extraordinary large number of engineers working on Java applications. Then we (at least I) don't hear about them much in the mainstream financial press. I try to stay on top of general tech news, and from my point of view it appears Java news is losing steam.

Also, if I'm reading this discussion correctly, although Oracle appears to be doing HEAVY-DUTY marketing of their, "Internet Initiative," with their 8i promotion, maybe there is a lot more hype about it's Java features than what's really in 8i? Maybe this is LE's trial balloon and he won't devote huge resources to it, unless it sells well in the marketplace.

Just in very general terms, so far, it appears they are struggling from the recent analysts reports. It could be related to general ERP problems(Y2K spending) or maybe it's because of too many resources devoted to the i push? Hard one to call right now. But I like being on the sidelines, while this plays itself out.

This discussion has been very interesting. Ultimately it appears we will all have to wait for the real world reviews to start showing up concerning Oracles i products. That will be the first indicator of whether or not LE has headed ORCL in the right direction.

BTW, a place where ORCL's i products may find an extremely nice fit, is in the rapidly emerging ASP (Application Service Provider) market. I'm surprised that topic has not come up on this thread. It might be something you may want to look into.
Thanks for your comments,
MikeM(From Florida)
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