Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: treetopflier who wrote (8890)	11/19/1998 11:27:00 AM
From: Jesus A. Castillo	Respond to of 19080

What if the DB appliance is sold by the hardware companies and not by Oracle? Service might be from the HW vendor, from Oracle or from a new group set up for this. Another thing that Oracle is particularly good about in its organization is that after the core software is baked, it is then fine tuned for each platform by teams devoted to each platform. Each platform group is targeted at making the Oracle software perform as well as possible on their particular platform. So, this notion of tuning, supporting and upgrading is already in the Oracle modus operandi. Also, isn't there already a precedent for this concept? Network Appliance (NTAP) has been making a similar pitch for role-focused servers; their stock has certainly been a performer. I'm still not sure if this thing will fly, but it is one of the more interesting possibilities for delivering additional value (through ease of use, lowered costs, etc.) for the customer. Just my thoughts; I've bought, and will buy, some more ORCL in anticipation of the Q2 results. Jesse