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

To: Uncle Frank who wrote (50732)	3/15/2002 2:43:11 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

I don't see where the db sector displays any pongid characteristics. Oracle still has an incredibly dominant role in the RDBMS world, but it seems to me that this is more the lingering echo of gorillaness than it is any real gorilla lock they have today. I.e., they have used their gorilla status to create a brand, but it is the brand which is selling product today, not the lock which got them gorilladom. What is unclear to me, though, is what it is that will be likely to change this. Both IBM and MSFT have been coming on strong as competing brands and MSFT has actually managed to come up with a more reasonable product in the last version to use in making the challenge. I can't help but believe that limiting themselves to Windows platforms puts a restrictive ceiling on their potential, however. It doesn't seem to me that IBM has yet taken a posture that would lead them to a dominant position, but it isn't beyond imagination either. The really interesting question, at least with respect to the context of this board, is whether there is a displacement coming. Certainly the growth of application servers provides a context for some pretty rapid growth of a particular type of persistent object store, but I haven't seen much movement yet that would suggest a movement towards OODBMS for data in a big way ... RDBMS are just too good at the job and there is too much infrastructure in place for it to be displaced easily. Still, an interesting thing to watch out for.