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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (3590)	7/9/1999 10:13:00 AM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 54805

For once Mike I disagree.. I think Oracle is a pretty badly run company, with results that are inconsistent. I think they are surfing on their "internet" halo effect, but I think, as much as I dislike IBM, that UDB(DB2) will become the new standard, for the fortune 500 companies on the net. Oracle is NOT a gorilla, IMO. It cannot set standards, it cannot extract price increases easily, competition is ferocious with MSFT on the low-middle end, and IBM on the high-end. Ellison is a moron, an arrrogant one at that, who is as unfocused as Michael Cowpland of Corel... NC's, etc remember =everyone ? Barriers to entry none --> It all proprietary adaptation of SQL, relatively easy for a data architect to convert & move over.. Standards setter --> Not ! What do you think ? Take care Jean