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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (29442)	9/14/1999 7:53:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

t2k: Listening to ORCL conf. callas I write.I think some of these alliances are more political than financial in their efficacy. IBM competes head to head with Oracle on the software side and with SUNW on the hardware side. Listening to ORCL conf. call they are trying to explain away weakness in UNIX customer growth. They are saying that the big.coms are Unix oriented but it seems tha the consistent growth is on the MSFT side. I think they are saying that the elephants are harder to corral than the the other animals but it still says that MSFT is the growth area. The ORCL conference seems to be trying to minimize MSFT O/S while hoping that Unix will not disappoint again. Bottom line MSFT seems to be moving ahead in the enterprise area which is the MSFT target market. All this seems to be good news for MSFT. I am a large ORCL owner and therefore I listen(ed) to this call quite objectively. I think this ORCL conf. call is bullish for MSFT and a little less bullish for ORCL. JFD