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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: Harvey Allen who wrote (14756)	12/11/1997 10:20:00 AM
From: Reginald Middleton	Read Replies (1) \| Respond to of 24154

That is ORCL mgmt. talking, not exactly what I would call an unbiased source. Before SQL Server, who do you think was selling to the smaller businesses (where a good part of the market is)? With the release of SQL Server 6.5, you will get more power and scalability, moving MSFT up another rung in the enterprise ladder. How is ORCL going to replace that supplanted revenue? How about SQL 7 (very) shortly thereafter? They have already trounced the other major DBMS vendors. The only real players left (wtih long term stability) are MSFT, IBM and ORCL, and MSFT doesn't have much market share to lose. ORCL has taken the a la carte method (tacking on a premium for individualized products) when I think they should be commoditizing the DB while they are still ahead and get the premium and profit spread form specialized services and applications. This would significantly increase the development expense for MSFT while simultaneously pushing the recapture of investment back significantly. The problem is ORCL probably feels that thier investors are not smart enough to recognize the predatory strategy for what it is and fear the results of thier stock's price. Wall Street is smart, they know what they are doing. Get too greedy and MSFT will eat your lunch. Look at what happened when Wordperfect, Borland, and Lotus fought their products' natural progression into commoditization. INTC has no problem commiditizing a product to keep the competition out. MSFT does it upon entrance to a market. No wonder I love the management of these two companies.