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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?


To: A.L. Reagan who wrote (1722)3/28/2000 10:55:00 PM
From: kumar  Read Replies (1) | Respond to of 1817
 
"2nd best" with tight integration is what makes MSFT very powerful. ORCL is learning from MSFT, IMHO. <eom>



To: A.L. Reagan who wrote (1722)3/28/2000 11:32:00 PM
From: Boplicity  Read Replies (1) | Respond to of 1817
 
Al, the big change happen at ORCL when they decided that they didn't have to have everything done in house and that they saw the logic and cash in partnering. Someone was talking about corporate EGO over the weekend, ORCL had a massive one drilled into to by Larry (nice thing about Larry is that can back up his boast most of the time), they have deflated that some for the better.

Greg