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

To: Michael Olin who wrote (8315)	9/11/1998 2:22:00 PM
From: Linda Pearson	Respond to of 19080

Oracle to Deliver on Promise in Oakland nt.excite.com Linda

To: Michael Olin who wrote (8315)	9/11/1998 2:45:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 19080

Yeah but that was the old sql server (6), right Michael? Im talking about Sql server 7, which I heard was very good, and had automatic defrag, excellent concurrency etc. I dont know, Im looking for feedback on Sql server 7, and I asked about it on the msft thread. At least one person told me the beta for sql server 7 wasnt too good. And then theres always the anti trust msft issue, maybe msft wont be able to "bundle" sql server 7 in with NT 5. But for now, lets assume the worst. NT5 bundled with Sql server 7. Well its going to be hard to compete against that. MH

To: Michael Olin who wrote (8315)	9/11/1998 2:51:00 PM
From: Jesus A. Castillo	Respond to of 19080

Also add that Oracle is already the leading RDBMS on NT; slightly greater market share than even SQL Server. This was published earlier in the year by (I believe) Dataquest and IDC. Gartner may have even had some comments on this. One thing I like in a quote from Larry Ellison (in something I read yesterday or today) is that he said something like, "Oracle's two businesses, database and applications..." I think that this is one of the most telling statements he has made recently. It says that he, and I hope the rest of Oracle management, are taking a more focused approach to managing the business. This is a very positive signal for me; though the fruit of this will probably take another quarter or two to become widely evident and really bump up the stock price. Boy, I hope I'm right on this. Yes, there is a concern about the Apps business, but it sure seems that this has been getting a lot of attention internally. Again, given where we are in the fiscal year, traditionally slow first quarter and slightly better second quarter, I don't think that we'll see the real benefit of this internal effort until we're into the third and fourth quarters. Meanwhile, if Oracle can keeps it's database business on the right path, then the Apps business is icing on the cake and we should see some nice rewards to ORCL shareholders. MHO. Now my question to everyone. Where will the stock price be at the end of September; and more importantly, why do you think that? Regards, Jesse

To: Michael Olin who wrote (8315)	9/11/1998 11:26:00 PM
From: MeDroogies	Respond to of 19080

Due to confidentiality agreements, I cannot expand on what I am about to say. ORCL is at the center of e-commerce. I know, because I have recently taken a position with a company in the field. I cannot say much more than that. ORCL is leading the way.

To: Michael Olin who wrote (8315)	9/12/1998 8:36:00 PM
From: Brian Moore	Respond to of 19080

Mike, do you have a sense of what growth in license revenue means? My guess is current customers have licensed the version they now run and have paid a maintenance fee for upgrades for a year. They may or may not choose to upgrade to the latest version for technical reasons of their own. Thus a current customer will just keep paying maintenance and won't be much of a source of growth in license revenue unless they decide to add more of Oracle's products. It's the brand new customers that are the main source of growth in license revenues, right?