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.

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

To: Joe Waynick who wrote (16112)	8/30/2001 3:03:25 PM
From: Michael Olin	Read Replies (2) \| Respond to of 19079

Worst case, they'll be bought. Remember IFMX? I remember Informix very well. It seems that their market share disappeared because they couldn't compete with Oracle. Sybase is now pushing their "Enterprise Portal" and suggests in their ads that you can use it to keep on top of the data in your Oracle database. That basically leaves IBM (who now owns Informix) as the only competitor for Oracle in the enterprise RDBMS arena. What exactly is your worst case? IBM takes over 100% of RDBMS market share? A new competitor arrives on the scene? New technology causes a paradigm shift away from relational database, Oracle is unable to adapt, and someone buys them to convert their installed base? Oracle is nothing like Informix and I doubt that much about Oracle's worst-case future can be learned from the demise of Informix. -Michael