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

To: Milan Shah who wrote (15492)	3/3/2001 6:51:25 PM
From: MeDroogies	Read Replies (1) \| Respond to of 19079

There you go! The first answer pretty much explains why software is a great business to be in and will likely never reach true "saturation", and yours explains why it is unlikely to stop being compelling in some way, shape or form. Cross-disciplinary studies point out the constant creation of new niches. These niches sometimes provide high margin businesses, while others grow and become low margin/high volume. The key is the ability to switch gears effectively (something ORCL has shown the capability of doing very well...as has GE). Companies that exhibit these nimble traits, no matter their size, will always be at the forefront. Chaos theory has recently been derided for offering much and delivering little. I think it has delivered a tremendous amount, but most of it has been ignored. The reason: alot of what it offered is common sense, and as human beings we always look for complex answers to complex solutions. Unfortunately, much of Chaos Theory (actually, Complexity Theory) has pointed out that simple answers are the best, because simple models scale up to create complex systems. The best example remains a flock of birds. How many rules guide it?