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

To: DownSouth who wrote (12666)	11/27/1998 9:52:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 74651

downsouth - I have to give you credit - you actually said something I agree with you regarding ORCL and IBM. Toy

To: DownSouth who wrote (12666)	11/27/1998 9:54:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Here's a prediction. A new operating system should be coming out from IBM (possibly in conjuction with SUNW) for the home PC. Why ? There are enough MSFT haters out there that they will not want to buy a Windows based PC even if it better. Thanks to DOJ, the timing is right. I think there may be initial excitement but they will be unsuccesful. OR I might just be DREAMING. I am looking at IBM stock more so than their business. They won't show decline in revenues until sometime in 2000. How long can pricy mainframes and databases be sold. Paul

To: DownSouth who wrote (12666)	11/28/1998 7:37:00 AM
From: Reginald Middleton	Read Replies (3) \| Respond to of 74651

<I am long on MSFT, but I believe that your predictions are, indeed, a bit overstated. ORCL will be able to dominate the enterprise RDBMS market for several more years, at least. IBM does not even compete with MSFT and vice versa, for the most part. They are in different roles in the marketplace> ORCL will (and is) facing extreme pricing pressure from MSFT, and as MSFT moves up the food chain (with SQL 7.0 and Back Office), ORCL will feel it even more. That is why Ellison has personally took the helm of Oracle applications division. He knows that MSFT is commoditizing his cash cow database business and he needs to sell the value added through other products. he is having growth problems on the ERP side when compared to peoplesoft and the crew though. IBM comopetes with MSFT in databases (DB2 vs. SQL7) and server applications against Back Office. These are big categories for both companies.