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

To: Hardly B. Solipsist who wrote (11928)	9/16/1999 1:40:00 PM
From: Paul van Wijk	Read Replies (2) \| Respond to of 19079

Hardly, Good posting. A few comments; - I DON'T blame the programmers, nor did I had the intention. I was a programmer myself for 10 years. - You are right about the cash-thing. MSFT will recover one way or the other. But first the dip. And it's just around the corner. They were about the only software company that missed the rise in the last few weeks!!! - As long as MSFT spent cash to buy VISIO I sleep well. It is not a strategic acquisition. - Three years ago LE was at least thinking in the right direction and made the brightest move in his life by stop all CS-development to focus on the web. - LE also had a little luck. When Oracle started building databases, there was no web and no one could imagine how important the role of the database would become. Most of the people still don't get, but that's another story. - I believe you when you say he was helped by the programmers, but at least he listened and understood them. - You sure do need other management-qualities to run a business. But remember Apple. When Steve Jobs left, and the coke-kid stayed Apple did very, very well. 1 or 2 years. After that...., well we all now. When Steve came back. Well... we all now. - In may 1995 I was a GIS-programmer (very data intensive). I heard about the WWW. I realized that it meant 3 things (in the long run, a little bit imagination doesn't do any harm); 1. no more software dependency, 2. no more hardware dependency, 3. no more distance. In others words, NO MORE BOUNDARIES. A few days of good thinking made me draw the conclusion that, from a logical point of view, we could consider the connected computers as one. Sun called it "the network is the computer", same principle. When the LAN's were introduced they were first used to connect systems, and sent files to eachother. A few months, quarters or years later it lead to integration of the isle systems. WWW is the same principle, but now on a world-wide scale. (I agree, we had WAN's, but they were not profitable from an economic view, and the WAN also had no solution to hardware and software dependency. Tried to explain that to toplevel-management of EDS. They still don't get it. So be it! Had been a little frustrated since then, made a little carrier and just waited. Now the time has come. - Wrote an e-mail lately to my CEO to explain the MSFT/Oracle thing. Two days ago I got an invitation to (help write) a businessplan Oracle. Remember, we are the European company of the year. Roof will go off the next few years. And I'm going to have lots of fun. So be it. Paul

To: Hardly B. Solipsist who wrote (11928)	9/16/1999 2:29:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 19079

OT OT OT I hate to blame the entire vision thing on the R&D staff (imo this should come from the CEO too)... but I'm not sure how much vision Andreesen has ever had in the content area. He seems like a tools/infrastructure guy which was good when the requirement was to get a browser out the door but very soon netscape should have morphed into content and didn't... yahoo moved in there. Then Andreesen went to AOL and the same thing is happening, no vision in the content area, yahoo pulling ahead.