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

To: Bipin Prasad who wrote (5895)	3/5/1998 11:36:00 AM
From: Michael Olin	Read Replies (3) \| Respond to of 19080

I hate to intrude on the TA discussions with talk about Oracle's products but... The 8th Annual ECO (East Coast Oracle) conference just concluded in NY. This conference, attended by 500-600 Oracle developers working for both large and small companies, software houses, educational institutions, consultancies, etc. has been presenting and discussing technical information only, no marketing hype, for the past 8 years. The interest level in Oracle's web-enabled products is immense. This will translate into lots of tools product (Developer/2000 and Designer/2000) going out the doors. I can't speak to exact revenues, as many of the developers will just be upgrading and get the new releases as part of their support agreements. Oracle has made one significant change in their pricing structure regarding web deployment of applications. The software needed to deploy applications on the web (basically Oracle's java engine) used to be included in the tools package. Now, it is a separate product that must be licensed. Everyone who plans to deploy their applications on the web is going to have to buy these Developer/2000 server licenses. It is NOT included with support. The pricing model is still evolving, but expect it to be a per-server model based on how big a box you are running on. The technology still has significant maturing ahead, but everyone is talking about getting started with it now, learning what to do, despite the known problems, and deploying once the platform is more stable. Developer/2000 Release 2.0 has just shipped, Release 2.1 is finishing its beta cycle and Release 3.0 is just going to beta test. Don't discount Oracle's tool business. They are on the right track and things are just going to get better. -Michael