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Technology Stocks : SAP A.G. -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (1632)	7/22/1998 10:37:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 3424

Thread, >>It is fair to say that a big part of Oracle's application strategy is...<< For more about Oracle's latest strategy of doubling their apps sales force, check out news.com If you read in between the lines, there's almost as much about SAP in that article as about Oracle. --Mike Buckley

To: DownSouth who wrote (1632)	7/23/1998 11:14:00 AM
From: Matt	Read Replies (1) \| Respond to of 3424

I do not know a lot about Oracle's application strategy - but I know a lot about their Internet / thin client strategy. Oracle did not do anything revolutionary when they solved the problem with "state" - there are a dozen products that will trap sessions and variables per user on the web. Unlike Oracle's application server - these other tools are very open - and they work with any web server (Netscape, Apache, Microsoft IIS etc). Oracle's stuff works with Oracle Web Server which does not have the best reputation in the world. I am not sure if Oracle has built "canned" applications for the Browser like SAP did via HAHTSITE, but I don't see this as the best implementation anyhow. The best thing both companies could do is empower Oracle and SAP developers with good tools and adhere to Open standards. SAP has at least half of that battle won with their work to be COM compliant. From the outside, it looks like Oracle wants to continue to bolster their database by building technologies that rely on its use. Their Network Cartridge Architecture is a good example. This is Oracle's strategy to be open on the server and allow people to build "cartridges" that will easily plug into a light client application. But NCA is nothing more than CORBA with some proprietary junk wrapped around it. The better NCA goes, however, the more database servers they can sell. SAP has no agenda like this - they are not looking to sell database servers - and they have done some good work trying to adhere to API's that are more accepted across the industry. Whew!