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

To: Michael Olin who wrote (6676)	4/2/1998 10:29:00 PM
From: syborg	Read Replies (1) \| Respond to of 19080

Please.... If anything acceptance of NC means an acceptance of open standards. Thus a dilution of dominant technology market share. NCs are draining the lifeblood from ORCL. Going aggressive against SAP, BAAN, and others is like slitting your wrist. Believe what you want. syborg

To: Michael Olin who wrote (6676)	4/2/1998 11:41:00 PM
From: Matt Harris	Read Replies (2) \| Respond to of 19080

NCA architecture is more than NC hardware. Michael: I believe syborg is missing the concept of the NCA architecture. NCA extends farther then a NC hardware device. It is a java based front end GUI that runs also on PC's. It is reported to use about 10k/bits of network bandwidth in communicating to the Oracle application servers. This stands out when the standard mobile laptop user connects @ 33.6K/bits. Oracle Financial/MFG apps using 10.7NCA solves a critical problem as MIS folks want to keep the compute power central but still give good response time over WAN lines. The NCA approach seems to be the ticket which will fuel Oracle's apps line. Matt

To: Michael Olin who wrote (6676)	4/3/1998 6:56:00 AM
From: Peter Kardas	Respond to of 19080

I agree, be it an NC or a Wintel machine with a browser, the Oracle DBMS will support Java and have another highend distinctive selling point againt MS on the lowend and IBM on the highend. Oracle applications are being converted to Java, meaning they'll run on an NC or Wintel browser (netscape, etc). From a dbms or applications standpoint, companies with 10,000's workstation supporting data entry functions, it makes alot of $ense. A $295 NC or a $1000 PC ? Either way, its a plus for Oracle, their apps or dbms will support NC or a browser. Right now, according to the Gartner Group it costs corporations $11,000 a year to buy and support your average business computer. I don't totally buy the NC idea but it'll be a throwaway machine. (Also no conflicting DLLs ! Paths! Autoexecs!)

To: Michael Olin who wrote (6676)	4/3/1998 9:19:00 AM
From: Bipin Prasad	Read Replies (2) \| Respond to of 19080

Oracle wants 6.5 pct Polish market share WARSAW, April 3 (Reuters) - The Polish unit of U.S. software firm Oracle wants to increase its share of Poland's software and computer services market to 6.5 percent by May 1999 from the present 4.5 percent, its director said on Friday. ''We plan increasing our share of the market from 4.5 percent to 6.5 percent in the 1998 fiscal year, which ends on May 31, 1999,'' Pawel Piwowar told Reuters in an interview. He said the Polish computer software and services market was estimated at about $360 million in 1997 and that it was expected to grow 15 to 22 percent in 1998. He said Oracle wanted to increase its Polish sales by 40 percent in the 1998 fiscal year, but did not disclose the firm's current sales. The company wants to increase sales through expending the sale of management computer systems and management support software, Piwowar said. ''Our best-known products, data bases and programming tools, are selling very well. We want to increase sales by stressing these remaining two fields of our activity,'' he said. He said Oracle's management computer systems were competing with those of the SAS Institute and NCR (6953.T), while its management support software were competing with those by SAP (SAPG.F) and BAAN (BAAN.AS). Oracle wants to increase sales through very large systems integrators, he said. ''Prokom Software SA (PKMDs.WA), Computerland Poland SA (COMWs.WA) and Softbank SA are supposed to have at least $350 million combined sales this year. We want to get one percent of this... by selling our software through them,'' Piwowar said. He said Poland was Oracle's most important market in Central and Eastern Europe. ''Poland has the largest forecast sales growth in Central and Eastern Europe in the next fiscal year,'' he said. He said the company would increase its Polish employment to 105 people by December 1998, from 75 in January.