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Technology Stocks : IFMX - Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Michael G who wrote (8743)	1/13/1998 11:53:00 PM
From: Brian Moore	Read Replies (2) \| Respond to of 14631

Michael, You are oh so right. If the claims are right Microsoft has just landed in the market as a competitor to Informix, Oracle, Sybase and IBM. They would start taking more and more market share. I met an NT consultant on a plane a couple of years ago. He said Microsoft then was basically including a copy of SQL Server free with every copy of NT, so lots of people were simply using it instead of paying the extra bucks for another database. Now it would handle larger applications for people who, to this point, have not even considered it. If true this press release is a major piece of news, but like you, I will have to see it to believe it. I plan to do a web search for Richard Finkelstein -- he's a Chicago based consultant you may have heard of. The press tends to go to him for an opinion on stories like this. Will also pay very close attention to ComputerWorld -- I have not been reading SQL Server stories up to this point. I'm sure they will cover it -- perhaps they already have. My guess is people will be saying that Microsoft is making some big claims that have not been proven yet.

To: Michael G who wrote (8743)	1/14/1998 5:11:00 PM
From: MJ	Respond to of 14631

Re: MS SQL7 1. Market share of installations vs. market share of revenue. Reminds me of when Oracle & Ingres used to debate market share...Ingres used to ship by default on a number of hardware platforms- sco unix, sun (?), etc so used market share of installs in their marketing. Oracle had higher prices and used revenue market share. Makes sense that SQL7 has a lions share of shipments on NT...how many are actually being used? 2. I recall MS doing a contrived 1 Billion transaction 1 TB 'demonstration' last year on 'Scalability Day'. It hasn't done anything to dispell scalability issues for now...PCWeek critisized the testing (Article: 'Skeptical about Scalability Day, By Timothy Dyck, PC Week Labs- sorry, don't have a link). So they've been talking about huge scalability for quite a while but are still to prove it. Most large implementations of NT/SQL are multiple machine, distributed implementations. 3. Re: the threat of SQL7 to ORCL, IFMX. Have Microsoft the infrastructure to effectively sell to and support clients at the top end anyway? I agree that if they can get support & scalability right then they will be a threat...but they are two pretty big hurdles. Matt. (g'day to tom b in NZ...sorry the Aussies had to kick your butt yesterday mate)