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

To: Michael Olin who wrote (7071)	5/5/1998 8:10:00 PM
From: WTSherman	Read Replies (1) \| Respond to of 19079

The network computing architecture is a separate issue from NC's and that's the problem with what Larry has done. The network computing model is the future of corporate computing for multi-user applications. It has NOTHING to do with what the machine on the desktop looks like. Some company's may chose NC's other may stick with fat PC's and some will be somewhere in the middle. ORCL is positioned pretty well to take advantage from the move to the network computing model, why ORCL and Ellison have ever gotten involved with the BS about NC's vs. PC's is beyond me. It is a distraction and it is a EGO deal. I sometimes think that the reason Ellison has a 20,000 sq.ft. house is that it takes something that size to hold his ego... All of which is beside the point. The big money, right now and for the forseeable future in corporate computing is on the large scale application side. Look at the growth of SAP, PSFT, BANNF, etc. ORCL has been late to the game and they held most of the cards initially. There's no way to excuse that failure except that management was out to lunch or too obsessed with Gates.

To: Michael Olin who wrote (7071)	5/5/1998 8:13:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 19079

Michael, Obviously if you want to buy a dbms engine today, or in 2 mos, you are going to buy from Oracle. But the old dbms engine business is headed for commoditization due to the msft entrance later this year. I have used the new msft sql server and its not great, but its not bad. And last I heard it was going to be priced at around $800. This is going to force orcl to lower prices don't you agree? Now, there still is the very high end boutique area where msft doesn't tread. Are you saying orcl has the best very high-end engine? I hadn't heard that - I actually thought ifmx had the best multimedia and IBM otherwise. But just because I am not sure about the high end development going on at orcl I'll admit defeat there - orcl still owns the high end engine space. How much is that worth? 25 Billion? I doubt it. Then you've got the apps area. If you are implying that rewriting the character based apps in Java is going to somehow alleviate the problems with the lack of functionality - I disagree. Orcl's solution to the huge supply chain opportunities are to partner with I2. SAP and PSFT feel that supply chain is so strategic they are either buying the technology (psft) or developing it themselves (SAP). Oracle partners with another company. Thats like admitting defeat. Michelle