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

To: Chris who wrote (4771)	12/23/1997 10:43:00 PM
From: Gary Ku	Read Replies (1) \| Respond to of 19080

One man's opinion doesn't mean anything. Today is the last day of tax loss selling. Tomorrow, the price will jump.

To: Chris who wrote (4771)	12/23/1997 10:57:00 PM
From: Mo Chips	Respond to of 19080

I don't think he tells the whole story. I read all over that ecommerce will be the big story in '98, to which he alludes. However, won't business need more db licenses to implement this? I mean, 2 years ago, web sites were just simple text and graphics. Now they are more interactive and allow users to query for different information. Customers can search for and order products. And won't all of this web business and direct one to one marketing create more data to mine. Session data, page views, click throughs, etc. are all data created as a customer browses through an on line catalog. And he mentions AMZN, all of those books have to be in a database somewhere. And there will be more companies like AMZN.. I think he is just finding it easy to beat someone while they're down... Mo

To: Chris who wrote (4771)	12/23/1997 11:33:00 PM
From: PLovering	Respond to of 19080

Pretty shallow article, you ask me, skimming and whipping surface details to no good end. No depth at all. Completely overlooks (disregards is a better word) the anticipated $4 bil Y2K database upgrade by the government, which business is Oracle's to lose, and is one heck of a cushion over the near term. Oracle is a volatile stock, but I'm not looking for much movement one way or the other for another month or so ... not til the next reporting period.

To: Chris who wrote (4771)	12/24/1997 1:34:00 AM
From: srvhap	Respond to of 19080

<<To all: any comments on this? news.com; there are all sorts of folks that are saying that the good database companies are going under due to the web, but think for a moment...What is the draw of the web. First, email, second other types of information, stories, news, naughty bits, etc.. Guess what all of these things have in common, databases. The next wave on the net, IMHO, will be video on demand. And guess what will be reguired to handle the billing and access to all the stuff. Yup databases.. Oracle is at the top of the list when it comes to databases. Look around they are all beat up, sybase, informix, etc.. After the first of the year the funds are going to come back here.

To: Chris who wrote (4771)	12/24/1997 4:49:00 AM
From: lml	Respond to of 19080

Re: article Non-news. How many articles have we seen like this since ORCL released their numbers? Show me some articles written 2-3 months ago on this issue. Those are the articles & analysts or journalists worth noting. Bottom line, the article, the author & his firm are not impressive. Unfortunately, these articles will continue. It remains to be seen, however, whether ORCL will prove these naysayers wrong.

To: Chris who wrote (4771)	12/24/1997 1:40:00 PM
From: Mark Finger	Read Replies (2) \| Respond to of 19080

>>To all: any comments on this? Here is a revised link, because the other gave the one for the current day: news.com This guy does not know what he is talking about. Any medium to large web site in the future is going to be DBMS based, and a lot of current ones are already. Furthermore, at least 2 of the companies have a lot of DBMS base in their products. Specifically, I know that Netscape is a VAR to Oracle, Informix, and Sybase. Specifically, the Livewire Pro product is designed to sit on top a SQL DBMS, and this is a key part of most of their server packages. Further, they also have application server products that are based on Oracle. I read a similar post on the ODIS thread that said that NetDynamics is also a Big 3 VAR. It appears that someone did not bother to get his reasearch correct before he started writing. Further, if you want to look at actual deployments, I know that Informix has quite a few. You can go to their website and see at least 10 different press releases (in the last year) talking about different web applications based on Informix DBMS products; in many cases, these sites are already deployed or would be deployed soon. I am sure that you can also find a lot for Oracle and Sybase. Mark

To: Chris who wrote (4771)	12/24/1997 2:26:00 PM
From: Daniel W. Koehler	Respond to of 19080

Chris.. This article seems to focus on US Fortune 500 cos being saturated with enterprise wide DB software. Maybe the author was lobbying for ORCL to acquire NSCP. Sales growth will still be there as cos upgrade legacy systems because of the Y2K problem. No CIO is gonna migrate enterprise solutions for internet based solutions lightly. My experience is that CIO protect their turf and throw more dollars at the existing systems. The new internet based enterprise paradigm is interesting but still aways down the pike. Paranoia will keep US corps upgrading for years to come. Asia will stabilize soon just as Latin America did '93-94 and will be the growth engine for ORCL. Long at 23. Expect Larry to emerge from his hole soon with something dramatic. Daniel