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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (48275)	8/10/2000 12:00:16 AM
From: Original Mad Dog	Read Replies (1) \| Respond to of 63513

My guess was ORCL, but it could be any of the three. Hard to think of any others.... SUNW maybe, but they don't seem to fit two or three of the categories at all.

To: John Pitera who wrote (48275)	8/10/2000 1:16:21 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 63513

I imagine he's going to say IBM or MSFT. It can't be MSFT, they don't do XML - they have their own proprietary thing called biztalk. Unless they jump on the XML standard bandwagon they will be unable to leverage their VR products in the enterprise, since the v-XML apps are adding voice transactions to all the std xml docs. Thats my take anyway. IBM, otoh seems to be doing everything right. Another contender is Sun, jmo. Oracle still has NIH syndrome thanks to Larry and his giant ego and unwillingness to buy anything. The more I see cisco and bea execute the more I think buying up small companies is the way to grow. Right now Oracle has nothing in the integration server area, lets see if they are bold enough to buy. If they don't bea will.