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


To: Lizzie Tudor who wrote (8664)10/13/1998 10:06:00 PM
From: Hardly B. Solipsist  Read Replies (1) | Respond to of 19080
 
I would have said that the decline of IBM was ushered in by the
rise of engineering workstations. It was the thin edge of the sea
change that made real computers cheap enough to break their
stranglehold on hardware. Once I saw the PC/RT, I knew that IBM
was finished as the company that defined what computing was about,
even though it took the PC converging with workstations to finish
them off. (If IBM had managed to hold onto the PC it might have
been a different story, but I doubt it. They probably would have
crippled PC's so much that one of the workstation vendors would be
like MSFT is, only less competently...)

MSFT recognized that the internet was a sea change that threatened
their dominance, but I think that they have failed to react properly.
Maybe monopolies always do, I dunno. Anyway, I think that they are
blowing it, and 5 years from now I'll either be explaining this sort
of post to the MSFT Inquisitors or thinking how smart I was (and
wondering why I couldn't figure out how to make any money).



To: Lizzie Tudor who wrote (8664)10/14/1998 4:59:00 PM
From: MeDroogies  Respond to of 19080
 
I agree partially. ORCL and MSFT did offer products that ran on IBM hardware, thereby undermining IBM dominance.
However, times are changing, and the MSFT method of domination is different than the IBM method. As such, their reduction in market share will follow a slightly different path, and for slightly different reasons.
Hardly, in his response, pretty much sums up my view. Either MSInquisitor 2.0 will be after us, or we'll look smart.