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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (24974)	5/18/2000 11:09:00 AM
From: hueyone	Respond to of 54805

ROTFLMAO!!! Best, Huey

To: Mike Buckley who wrote (24974)	5/18/2000 11:13:00 AM
From: areokat	Read Replies (1) \| Respond to of 54805

ORCL Here's a very interesting Fool post on Oracle, a Gorilla not discussed much on this thread. It's sure been good to me over the last year. Tom Author: wrescher Number: of 5896 Subject: Oracle iFS Date: 5/17/00 8:31 AM ÿ Email this to a Friend Format for Printing Post New ? Post Reply ? Reply Later ? Create Poll Problem Post ? Recommend it!ÿ Recommendations: 10 Larry has done his masterpiece and nobody really seems to notice it. It's hidden in the three small letters iFS (Internet File System). Let's see it from the perspective of the end user: The interface stays exactly the same (Windows, Mac, KDE, Motif, whatever). But there are some addes values: you don't have to convert filetypes, if a document was written in - say - WordPerfect (whatever version), you just open it from your MS-Word (whatever version). That's what interMedia (free with Oracle8i) and XML (ditto) are for. You've got a couple of AutoDesk files and want to deploy them as GIF's on your website ? InterMedia together with iFS (also for free)! You can search your files and emails not just with simple string search, but with the full power of a text retreival system (try "all spreadsheets, documents, emails and presentations about our internet strategy, but not those where Mr. Smith was the chairman except those from the first six weeks in his period of duty" with the 'Find' option in the MS-Explorer for starters). There's a lot more potential but you get the idea... Now let's see it from the IT-manager's point of view: No software to add (Great, software is expensive !). A little hardware to add (ok, everybody understands, that systems are growing. Besides HW is cheap compared to SW - everybody knows that!). And suddenly your job is much more easier: you can backup ALL data including desktop data at once. You don't have to provide internal file conversion services for users, you have versioning, controlled check in and check out of the files on a transactional basis. I bet, their next move will be a virus scanner written in Java running in their own Java machine in the database. Life is beautiful - isn't it ? (OOPS, ther is this little fee called "Power Unit Pricing" in your Oracle contract, that says, that with every increasing MHz on any CPU you deploy, you have to pay a license fee to Oracle). But presenting the benefits - especially the security aspect - it should be easy to get the funds. And what does this mean for Larry? Silently, without anybody noticing he takes away the data from the previous owner Microsoft. He is giving them their own medicine: Windows itself is becomming a client. The one who owns the data (in the above sense) owns the corporation. Currently Oracle is way behind MS in owning data. OK, they own most of the structured data (HR, ERP etc.). But the vast amount of data residing in emails, Word-, PDF-, and other documents are currently stored in (mostly) MS - Filesystems. With IFs it makes absolute sense to have ALL data in the DB. It may all sound a bit optimistic, and maybe the first version of IFS isn't that perfect. But, my fellow fools, what's going on here is not an evolution but a revolution! Veeeeery long on ORCL Warren