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

To: Adam Nash who wrote (11936)	9/16/1999 4:34:00 PM
From: Paul van Wijk	Read Replies (2) \| Respond to of 19079

Adam, You are right about the "Stock for stock"-thing. And you are right it adds some extra functionality to the Office-stuff. But since last month Sun offers Star-Office for free as we know (have no intention to switch from MS-Office to Office-star, that's not the point). This means that either MSFT facing pricing pressure on their biggest cash-cow. Or they will lose market-share. Just like Lynux did to the OS. So MS Office is over the top. It will take some time before it will really hurt MSFT. But it will, sooner or later. One way or the other. If your are interested in what to expect, just study on the Product Life Cycle-theory. It will help you to "predict" the future. Bottomline; Sun's acquistion of Star-Office is a strategic one (it hit MSFT in the hart/wallet, MSFT's acquisition of Visio isn't.) With regards, Paul