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

To: Bipin Prasad who wrote (12015)	9/20/1999 11:14:00 AM
From: Paul van Wijk	Read Replies (2) \| Respond to of 19080

You should do the same. Or wait to be 100%-sure for the announcement this week. The clue is that we build our ICT-infrastructure while there were no network connections. (Forget the WAN's, it's not im- portant). So, there are millions of seperated databases world-wide. That was necessary because location played a role before the net arrived. For example, I live in Holland, you live in the US. Without the net it was impossible to share the same database. Since the net it is. So there is an extreme redundancy in databases. Historically grown. What we will see is a trend to centralization. From millions, to hundred-thousands, to ten-thousand and so on. Huge databases will run on big server-farms. 24 hours a day. A company cannot afford that a systems goes down. It was always a "back-office"-problem. But now the big companies are also start selling on the net, it is a FRONT-OFFICE problem. Losing sales, losing customers etc. So there will be a growing market for 100% reliable server-farms with Oracle-databases run on top of it. Compaq bought Tandem and Digital and are in the driver-seat. So that is why Compaq is a no brainer to profit from the B2B $1,5 triljon-market. BTW Do you remember the Raw Iron-project presented on the last Comdex. Database-server with Oracle on top of it without!! an Windows NT-like Operating System. Only the kernel. Well, I expect that is what Larry will announce. But I can be wrong. Any idea what this means for Windows 2000??? It will be no goods news for Microsoft (who more and more seem to shy away from the software-arena and seems more and more put their money in other sectors like the E-bay/auctions copy initiative with Dell. Today the made a bid on the rights from the English soccer-league. And they already own a few media-companies) Anyhow, later too Paul Now we have the net it is no longer