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

To: James Joyce who wrote (7156)	5/20/1998 2:04:00 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 19080

I believe Oracle will succeed because of its growth in leveraging the dbase side into more applications products. Unfortunately, there is very little differentiation for a dbms as a base platform for the apps currently, and my guess is thats not likely to change in the immediate future for the established apps vendors - its a commodity space. However there is some light at the end of the tunnel. Many new enterprise apps are written in Java, and theres some problems (performance, etc) popping up. Some of these problems are just Java, some are the Java/dbms interface, well just in general its hard to get your enterprise app to perform with the throughput needed for say, an air freight application. If orcl offerred a significantly better solution for these Java based apps vs. Sql Server (which isn't going to be too difficult from what I've read, plus theres a culture thing there with Java/msft), well then you'd really have something. You could get a premium product as a base platform for the apps. Michelle