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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?


To: vinod Khurana who wrote (19002)12/9/1997 7:34:00 PM
From: David A. Lethe  Respond to of 42771
 
VK: Oracle looks like a good play, but I opted to watch it bottom out a little more.

>Oracle has little competition other than MSFT and Sybase. I think SAP uses the Oracle database to store information so could not be a competitor as some have said it might be.

They have a hell-of-a lotta competition. You forgot Informix, Progress, IBM's DB2. However, oracle is certainly a first tier product, and they get the attention. I've sold oracle in the past when the customer was in a drop dead, bet-your-life situation where data reliability, integrety, and availability was key.

SAP supports just about any database even (ouch) SQL Server. MSFT has been running a promo/marketing campaign where the SAP reps got extra commission when SAP got implemented on WindowsNT. Good success in sales, but lots of horror stories in implementation and up-time.

David