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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (10992)	9/25/1998 12:43:00 AM
From: paul	Read Replies (2) \| Respond to of 74651

fy '97 revenues on NT were fairly small. For FY '98 revenues to show the kind of growth Mr. Krneju is talking about there would have to be astronomical growth of NT at Oracle which i have not heard about. Oracle began shipping Oracle Apps on NT for the first time in volume in Q1 of '98 but im not aware of any big apps deployments on NT - just small ones and not a particularly high volume. NT has been the fastest growing license at Oracle matching the fact that NT has been the fastest growing NOS at that time supplanting Netware. However with the avg. # of processors for a NT Server being 1.2 your not in a position to run a lot of big database applications here. I continue to want to see validation of these #'s - which i know wont be forthcoming because Oracle does not publicly release revenue by platform. as far as public comments from Oracle im not aware of these figures. Oracle was under a lot of pressure in 96-97 to show that they were THE database to run vs. sql*server if you were using NT. To that effect they made a lot of statements about Oracle on NT.