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

To: Punko who wrote (7097)	5/8/1998 3:45:00 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 19079

IBM (continuous hardware innovations), Sun (NFS, Java, Network Computing), Netscape (Mosaic), 3COM (Palm Pilot), Novell (NDS), Oracle (see above)...and many others, all of which have introduced and continue to bring forward breakthrough technologies that aren't simply refinements of what others pioneered. Just for a little historical perspective, much of the relational technology that Oracle is based on actually was pioneered by the R* team in Santa Theresa at IBM. This was in the early 1980s, when IBM was seen as the 300-lb gorilla in the industry - very, very similar to msft now. IBM made some strategic mistakes and Orcl and others capitalized on them. Oracle did not invent relational databases, but they did execute well and focus on delivering a top tier product which was better in some ways than what IBM had (becasue it ran on multiple ports etc.). In this way orcl won against IBM. At that same time, there were companies out there like Wang that decided to do what Larry is doing right now - complain constantly about IBM etc. I think these execs should stop whining and try to produce something innovative, and execute their strategy flawlessly. Thats how you win against Gates/msft. Michelle