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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (15446)	3/2/2001 12:29:15 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 19080

Thanks for the support, Jay. Unfortunately I think your post is too intellectual for the Neandrathals on this thread. See my subsequent post to this thread.

To: TobagoJack who wrote (15446)	3/2/2001 9:36:54 PM
From: Milan Shah	Read Replies (3) \| Respond to of 19080

Jay, I guess you have never even seen a line of software code? Your post is the most humourous I have seen in a while: (a) ORCL operates very successfully in a very competitive, but generic "space", Can you please name the competitors? IBM with DB2 and Microsoft with SQL Server are about the only things that even come close, and they cater to different markets - (eg, you can't buy 7x24 support with SQL Server). (b) software migration is far simpler than changing over between incompatible hardware platforms and such early year peculiarities of the computer world, LOL! Please, can you please tell me how to migrate my desktop, with all its data and applications, from Win2000 to Linux? Quick, perhaps you can tell Nike how to switch from their i2 supply-chain software to someone else's software, since the i2 thing blew their financials for them? (c) software, once developed, is cheap, once standardized or amalgamated via middleware, is commodity, Silly me - I wonder where Oracle gets off charging $25K for even the most basic license. (d) which then leaves the outcome of competition to quality of execution, (e) thus one ought not to take a large gamble on such a flimsy "critical success factor", as I prefer monopoly, barriers to entry, internal diversity of products, healthy customers, etc. MSFT in early January was a good bet, ORCL now is not yet; Amazing - since there are no barriers to entry, I think I will quit my day job as a programmer and go off and build a database server to compete with Oracle... (f) the option premium is not flashing panic; and (g) ORCL is just another little boat in the financial sea, as a rising tide raises all boats, however decrepit, a spinning washing machine type of storm will sink many ships, however large. Your thinking is based on an absolutely zero knowledge of the software world. Oracle has a virtual stranglehold on databases - everytime you buy a "Learn software in 15 minutes" book at Walmart, many instances of Oracle databases are touched - from the inventory system at Walmart, to the database at your credit card company, to the logistics system at the publisher. Its completely impossible to imagine any economy in this world without Oracle database software keeping its pulse alive... Milan

To: TobagoJack who wrote (15446)	3/2/2001 11:47:42 PM
From: 200ma	Read Replies (1) \| Respond to of 19080

thanks for the post

To: TobagoJack who wrote (15446)	3/3/2001 1:53:05 AM
From: tony	Read Replies (1) \| Respond to of 19080

>>software migration is far simpler than changing over between incompatible hardware platforms Its not that easy, changing hardware platform is easier. Cost of end user retraining is enormous. IT shops normally do not change software but hardware. I think oracle is still overvalued but it is the KING and not a commodity. No one comes closer to Oracle. Its ERP is all over.

To: TobagoJack who wrote (15446)	3/5/2001 8:08:56 AM
From: hdl	Read Replies (2) \| Respond to of 19080

1.The mania has destroyed so many short folks, as it will destroy so many tall ones. destroyed more stupid, lazy, greedy, gullible,fat ones 2.I agree that the upside to gold is attractive, and that cash is a very acceptable state for asset to be in, as it is several states away from vapor. Wealth, like water, at different times, boils, flows, stores, and evaporates. Wealth grows for some-especially those who buy solid growth stocks after thet take overdone,irrational dive. 3. No need to place bets until the roulette wheel stops spinning and die stops tumbling. u shouldn't be in a casino and betting. u should be buying stock of good solid growing companies at very reasonable prices