Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Vantive Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Konehead who wrote (1398)	12/14/1997 9:40:00 PM
From: Shege Dambanza	Respond to of 3033

...it's because the SQL Server code that Microsoft inherited was not close to being able to scale up (no row level locking being a primary deficiency), and NT not yet scalable on SMP... Kone, what you say is true. I don't want to start a religous war or anything, but I suggest that in addition to not having row-level locking and scalability (Scalability Day?, what's that?), Microsoft does not have the infrastructure (marketing, support, business know-how) in place (yet) to penetrate the large-enterprise mission-critical software market. I think they'll get there one day, but they ain't there yet. They're trying very hard to work with companies that have this savvy (e.g. Tandem), and I would not be surprised to see them be a significant factor in a couple of years. But not before then. BTW, congrats on the recent Kone IPO. I hope your investment realizes successful growth over the years, and gives you and your wife the returns you desire. For Clam: you want me to help Vantive with sales this quarter? Me? Talk to Farber. I'm just a tech-weenie COBOL hack. I don't do no steenkin' sales.

To: Konehead who wrote (1398)	12/15/1997 10:35:00 AM
From: Clam Clam	Read Replies (1) \| Respond to of 3033

Kone, >>Don't forget that Oracle has long been planning for DBMS license revenue growth to slow. I think it is going to more than slow. In the near term, Oracle is facing slowing market growth when Y2K should be helping. In the long-run, Microsoft will beat 'em up with SQL & NT. Database revs are going to start showing negative year-over-year growth sometime over next 12-18 months. Database licenses and services is too big a % of total to allow this company to grow at a decent rate. No company ever gets full (valuation) credit for one good division or subsidiary (apps). Moreover, even the apps division is questionable in terms of its business value add. Oracle will lose employees that jump ship in a talent short industry (and geographic region) and the same vicious cycle that allowed Oracle to become the powerhouse it was will now work against it (stock options, infrastructure boom in databases etc...). Oracle is NOT an attractive investment.