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

To: V Lakshman who wrote (8641)	10/12/1998 5:29:00 PM
From: Adam Nash	Read Replies (3) \| Respond to of 19080

Nope. i2 was up today... I think it has to do with the Microsoft Professional Developers Conference (where I am right now). Bill spoke today, explaining SQL Server philosophy and NT 5, etc. Their goal was to get SQL Server into a small enough footprint to be usable on portables all the way up to TerraServer. They did talk about the fact that Oracle/Unix right now has much better TPC/s, etc. but their point was that NT is improving rapidly and that the flexibility and features of SQL Server are worth focusing on the architecture now as they improve. Features they sited: auto-enlarging and shrinking databases, low memory footprint for single user, and automatic queuing for transactions (based on COM+) for mobile users. Made me really start thinking about Oracle's business model. Hard. MS believes that Databases are moving from the Industrial phase (thousands of them, maintained by specialists) to the Commercial phase (Millions of them, self-reliable, usable). I think he said their target is that in 5 years every small business site in America (~2M) will have at least one Database server. I'm pretty sure that hurt the stock today - the speech was pretty good.