To: IGL who wrote (5475 ) 12/12/1997 12:53:00 PM From: Que Read Replies (1) | Respond to
IGL, I'm sure you know more about tech issues than do I - thanks for your input. I wasn't thinking specifically of the NT threat to UNIX based systems, but now that you mention it I do see UNIX being replaced by NT in medium sized corp.s, and Oracle will have much more price competition in the larger NT market. The comparison I like to think of is what happened to mainframe manufacturers as the gap between mainframes and the upper end of the PC market began to close: as the mainframe market stagnated, they were forced to compete in the PC market as well; with lower margins, more competitors, lower customer loyalty etc. As a general rule I like to avoid companies who's revenues are tied to older, bulkier technologies.
