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

To: Lizzie Tudor who wrote (7204)	5/27/1998 2:23:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 19080

Excellent Post- Thanks

To: Lizzie Tudor who wrote (7204)	5/27/1998 4:42:00 PM
From: Eric	Read Replies (1) \| Respond to of 19080

I don't want get too deep into the legal stuff. But I do believe those companies that compete directly with MSFT do have a case. I seriously doubt that SQL Server and IE can compete with Oracle and Netscape if they do not have the backing of MSFT. MSFT is not known for innovation. If you want to talk about taking eyes off the ball, MSFT has been doing that for years. However, because of their vast resource and the leverage on the operating system they are able to come back once they realize that mistake. Most other companies do not have that luxury. If you tell me that is not unfair, I don't know what it is. As far as competitions among Oracle, SAP, and PSFT, they are fair and square. Oracle is losing the battles against SAP on high end because SAP has more features. Oracle is losing the battles against PSFT on low end because PSFT is more nimble. Oracle is stuck in the middle. As far as I2 and MANU, they are based on totally different architecture. I don't see why Oracle wants to buy either one of them. A better strategy would be allowing I2/MANU to plug into Oracle apps and at the meantime develop their own. That is exactly what Oracle is doing. As far as the comparison between Netscape and Yahoo, I don't feel that is quite accurate. People are blaming Netscape not following Yahoo's path based on solely the valuation of the two companies now. Let's not kid ourselves. Netscape has a much higher revenue than Yahoo now. When Netscape was the size of Yahoo, it was growing faster and the stock was as hot. I wonder what new things people will say when Yahoo's stock falls from its current lofty valuations. -Eric