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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: Bald Eagle who wrote (10922)	6/7/1999 1:36:00 PM
From: Adam Nash	Respond to of 19080

I consider the analogy that the Database can be thought of as a platform for development, just like an OS. So, enterprise applications, which are largely developed over databases, are the applications over the platform. Oracle, is trying to be both the platform and applications vendor, which I guess has worked extremely well for Microsoft. The difference that I worry about is that Oracle may inadvertantly force the rest of the ERP/M industry to focus on developing for SQL Server, in order to avoid bringing in business for their competitor.

To: Bald Eagle who wrote (10922)	6/7/1999 2:08:00 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19080

The RDBMS is used as substrate by lots of enterprise applications vendors. That's the sense in which Oracle is a "platform vendor". It is a problem for Oracle that they compete with some of their biggest customers. LE acknowledged some of this problem at the meeting last week, and said that Oracle consulting would stop competing with the big 5 consulting firms, since these firms recommend database products. If Oracle wants to be in the apps business this seems inevitable, but I've heard people claim that they currently lose more in apps vendors pushing competing databases than they make in selling their own applications. I have no idea if this is true, or if true, how long it will remain the case.