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

To: James Luk who wrote (5335)	2/4/1998 10:54:00 AM
From: derek cao	Read Replies (2) \| Respond to of 19080

James, oracle's growth perspective lies on application not NC or JAVA. Do you know that total apps' revenue is about ten time of DB's? With oracle's dominance in DB, we should assume oracle will dominate application too. But in reality, Larry had fixation on wintel's fortune and turn his company's main focus on NC and JAVA in last two years(by the way, NSCP just drop the support for JAVA and NC are going nowhere)and give the application market to SAP and peoplesoft on a sliver platter. With SAP and peoplesoft firmly entrench in application market, it will be not too difficult for MSFT take over DB in the future. In the end, people buy what works not ideology. It just make me laugh when Larry claimed that all oracle's application will build around JAVA which never have been approved in the marketplace. derek