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

To: Mark Finger who wrote (4846)	12/30/1997 7:34:00 PM
From: danderso	Read Replies (1) \| Respond to of 19080

Mark, I don't believe Oracle counted on large revenues from NC licensing. Did it say this? I still think that many of the naysayers claim that Oracle overspent on the network computer and significantly missed nc revenue targets. I see no evidence for either claim, either of which could suggest Oracle misjudged to some degree. On the object front, it looks like your analysis contains a contradiction I see in the trade press (and I don't want to overdo my criticism of you), which is to claim on the one hand that O8 adoption is slowed by lack of object support (at least to the degree some oo proponents would want) but on the other hand that Oracle fuzzed its focus by (in part) investing in objects. I think the stated Oracle position is that it decided to pursue objects more slowly than it first planned (several years ago) but that the work is continuing. Well, gotta go. More to think about, but no time now. See ya, Dave

To: Mark Finger who wrote (4846)	12/30/1997 7:44:00 PM
From: paul	Respond to of 19080

Mark - I think people are blowing Oracle's fascination with NC's out of proportion. I sold for Oracle for a long time until recently and you dont sell anything you don't have. NC's are not sold by Oracle and there is no quota for an Oracle rep to sell a NC or software even if there was anything even to sell. THe big difference between Oracle vs. Informix or Sybase has been excellent field execution and an Oracle rep doesnt care diddly about NC's - what people are harping on is that Larry Ellison has become very visible pushing NC's to secure himself a place in history - well before that he had other interests (some of which got him in trouble) but most of them were even further removed from Oracle's bread and butter business. Oracle (and Informix and Sybase) are in a cyclical slowdown and its hard to say how long it will last - the big 3 have pretty much oversold all of their accounts over the years and those unlimited user/site licenses reps were putting in front of their customers if only they would sign that day are catching up to them. Compounding the problem is that they dont really have any significanlty new products to sell that gives a customer real, incremental value. Informix Universal Server may be the best bet but it was obviously premature as a product as well as for the marketplace. The market will pick up again but i think its several quarters away - Oracle needs to get its new apps like Webforms and SFA into the hands of customers. It doesnt have a good track record with many newly released products.