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

To: mauser96 who wrote (28646)7/24/2000 3:31:12 PM
From: DownSouth  Read Replies (2) | Respond to of 54805
 
Luke, your points about LE at ORCL bring up an interesting situation that I have perceived about ORCL for some time. ORCL is competing more and more with major links in its value chain. Its aggressive move into financials and other solution software pits ORCL against those who have written solutions that are, in large part, responsible for ORCL's success in enterprise RDBMS.

I am not sure that this situation has really effected ORCL's position in RDBMS, but the fact is that MSFT is not competing in the enterprise solutions space. As MS SQL Server becomes more robust and reliable, I foresee the day when the enterprise solutions links in ORCL's value chain will prefer to be in MSFT's value chain.



To: mauser96 who wrote (28646)7/24/2000 4:27:47 PM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
RE: Larry at ORCL

Yeah, I held off buying ORCL for a long time because of Larry. But the product is so strong that I felt I had to have a position.


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