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

To: laleh who wrote (3561)	11/7/1997 11:12:00 AM
From: lml	Read Replies (1) \| Respond to of 19080

Bruce Francis, CNBC tech report gave about 1/2 hour ago an outline of what to expect from AAPL's announcement Monday, & it ain't an ORCL takeover. Basically his report implied AAPL will re-position its business as a web-based business. +++ Employ Rhapsody OS for web-based NCs (a la ORCL) +++ Sell products via its website Didn't catch or can remember the rest of the report. Invite others to supplement.

To: laleh who wrote (3561)	11/7/1997 12:12:00 PM
From: Punko	Read Replies (1) \| Respond to of 19080

>> Gates'll be happy... How could Gates be happy about lending credibility to a platform that will enable untold millions to hop on the inter/intranet and do significant computing tasks without windows? Any threat to Microsoft's OS business threatens the rest of Microsoft. If Network Computing lives up to its potential, the best Microsoft can do is cut its OS margins drastically to retain share. MOre likely, IMO, it will lose share. Short term, an Apple deal will be painful to Orcl shareholders, but if properly executed, it could put incredible pressure on Microsoft. Remember that Apple also controls a competent OS that can scale from the desktop to the enterprise (Rhapsody). And Oracle has the market clout and marketing savvy to turn this into a viable NT alternative (especially if they make it public domain like Msft did to its browser and market it effectively - which is where other public os attempts like Linux have come up short). Add the ability to emulate Windows to support legacy Windows/NT apps and you've got a potential monopoly buster. As a sidebar, check out this piece on Lotus' planned eSuite java-based office software: zdnet.com So the apple deal CAN have a major impact in the marketplace: 1. Apple hardware unit gives Oracle's NCI control of hardware it needs to fulfill the NC vision to give the 80% of the computing world that does not need a Fat client with OS a more cost effective model. 2. A giveaway of Apple's advanced OS (financed by Oracle's highly profitable DB/Apps/Services businesses) to give remaining 20% an alternative to Windows and NT.