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

To: lml who wrote (6737)	4/3/1998 8:53:00 PM
From: Bob Eskimo	Read Replies (1) \| Respond to of 19080

At the risk of being crapped on.... I think there are problems that need consideration.... 1) SQLserver... crappy and unscalable as it is now, is slowly catching up on the low end. It will inevitably put pressure on Oracle. Like it or not, databases will become more of a commodity over then next couple of years. 2) When SAP et al sells the Oracle DBMS, they are supporting the same company they are competing against in apps..... Doesn't it seem reasonable that they are supportive of, (or at least cheering for) SQLServer growth (or anyone else but Oracle). 3) Oracle is counting on apps and consulting to make up the difference in DBMS margins. o Oracle's growth rate for apps is lagging the competition. o Consulting carries a lower multiple than software sales. I might be inclined to agree with my friend (not on SI) who thinks Oracle should be split into three companies: applications, tools and databases.

To: lml who wrote (6737)	4/4/1998 1:09:00 PM
From: Richard S	Read Replies (4) \| Respond to of 19080

Please !! If your going to insult my intelligence at least quote me correctly: "Don't think that Oracle has much of a chance against Microsoft-Compaq" Your missing the point my friend. Oracle's strategy depends upon adoption of the NC. That requires the development of software written in JAVA. That process can take 3-4 years or more or may never happen. Right now IBM is taking the lead here because it can write software best suited for its hardware and operating systems. The other hardware - software strategy is a joint venture between Microsoft and Compaq. You think Compaq bought Digital and Tandem without thinking about Microsoft's role? Oracle has SUN as its strategic partner. But Sun will be adopting the 64-bit INTEL Merced chip for its most popular line of UNIX boxes - Sun Solaris. This bodes well for an Intel-based enterprise solution for small - medium sized businesses (under $2 billion in annual sales). "Oracle doesn't offer an integrated solution" Mainly because Oracle had to give up on the development of its back office applications - e.g Microsoft Word, Excel, Powerpoint and similar IBM/Lotus products. This core of back office applications is holding people to Microsoft and Windows NT. Oracle cannot dislodge Microsoft from the top of the mountain without penetrating this market. "Microsoft will also introduce a data warehousing product targeting Oracle's core database business" In case you've been dead the last 3 years data warehousing is probably the fastest growing area of database development. Microsoft's introduction of its PLATO product in combination with SQL Server 7.0 have some analysts stating that Microsoft will soon become the dominant player in datawarehousing. Plato is the code-name for their OLAP (on-line analytical processing) server. Microsoft purchased Panorama Software and are now working to incorporate this product into the SQL Server 7.0 database kernel. Companies are looking for quick and inexpensive ways to create data marts (i.e. departmental data warehouses). Microsoft will be able to provide that at low cost. One Final note: You only show your ignorance by making personal attacks. Lets stick to the subject matter instead.