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

To: Bipin Prasad who wrote (8390)	9/17/1998 10:22:00 AM
From: bhuvanarama	Read Replies (2) \| Respond to of 19079

I own orcl, but 5 years is a long time. He stated a few years ago orcl would bury msft in the near future. Well msft is still standing...

To: Bipin Prasad who wrote (8390)	9/17/1998 2:24:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 19079

"We will pass SAP in five years," he said. "Everyone will think I am on drugs, that it sounds crazy, but you can get more information out of the [Oracle] system, and it is less expensive." Statements like this are what I like about Larry. You know where he stands. I would like to see him win. Hopefully Oracle exploits their engine technology this time with regard to the apps. Michelle

To: Bipin Prasad who wrote (8390)	9/17/1998 2:57:00 PM
From: alburk	Read Replies (1) \| Respond to of 19079

"Everything is going over the Internet," said Mr. Ellison, proselytizing a system where all programs and data are stored on one central server computer which users can access. That contrasts with a PC-based system--used by both Microsoft and for the time being, SAP -- where some information and software is stored on users' computers. "That's the equivalent of everyone digging their own well to supply water," he said. Is Ellison announcing the 5th wave of computing (the fourth was client/server applications--Gorilla Game). There are all kinds of Gorilla Game references here: Discontinuous innovation (from client/server to more efficient internet operating system) Anticipation of a hypergrowth market -- 200% growth Enabling technology -- an internet operating system for applications Is Oracle 8i actually an internet operating system or is that overstating it? Will internet computing standardize on Oracle 8i? Are Oracle innovations so valuable as to convince corporate America to eventually abandoned client/server and pc based computing? I have no expertise in this area but found Ellison's comments both interesting and bold. I would like to hear from Michelle, Melissa, apps and any others with applications knowledge regarding these questions. I remember either Michelle or Melissa mentioned that data transmission speed is a major obstacle to internet computing, but I imagine that obstacle will be removed someday soon. Andy