Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mtnlady who wrote (36902)	12/21/2000 11:47:04 PM
From: tinkershaw	Read Replies (2) \| Respond to of 54805

Have no comment about SEBL vs. ORCL. My wife has not dealt with CRM yet. You are most likely correct. Again though, MSFT office did not necessarily run better than their competitors individual products, however it ran well enough that the value of bundling overcame any deficiencies. Oracle is, IMHO, attempting this same strategy to overcome any advanatages that SEBL or ITWO may have in their specific product offerings and sell the whole thing as a package. There is no way it will be as dominant as MSFT was on the desktop. But it does seem a viable competitive solution that probably won't hurt a SEBL or ITWO much but may cripple the rest of the field. Shall have to watch it develop. But I think the important point is, is that ORCL of all the companies, looks best positioned to take over the crown as King of the Software Jungle from MSFT. JMHO Tinker