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

To: Reginald Middleton who wrote (12695)	11/28/1998 8:43:00 AM
From: t2	Respond to of 74651

You make sense. I had erroneously thought that they had faced pricing pressure about 8 months but did not realized that it would be SQL 7.0 that will cause this to happen. I remember Ellison made some comment in this regard as well in the last month or two. Now they are in trouble. Even if Revenue increases, margins will be cut. I am waiting to short ORCL, after this market rally. Will wait longer for IBM. Any reason why they would not have already announced a split? Maybe they are going to be making cautionary forward looking statements and feel stock would head south after that - So why split now. Novell may be in trouble when NT 5.0 arrives. I am not here to say it would be a much better product (but i suspect it will be -- all that R and D). Companies may just get the impression that it if their competitors are adopting it, they do not want to get caught without it. As soon as those initial sales figures are released (which i believe are going to be great - when it is release), it will add fuel to the fire and cause sales to soar. Every company wants to have the best product and if they feel their competitors are switching to NT 5.0, they will panic and jump in FAST. Consequently, huge sales for MSFT. Just my guess.

To: Reginald Middleton who wrote (12695)	11/28/1998 10:07:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 74651

>ORCL will (and is) facing extreme pricing pressure from MSFT Agreed. However, ORCL is making great strides in its 8i and app server products, continues to dominate enterprise databases with a much more scalable, faster RDBMS platform (which runs well on Unix and NT). ORCL is also positioning its applications to run on SQL server in the future if it needs to. It isn't as though ORCL is not responding to MSFT's moves into its space. It is responding very effectively. That is why I believe ORCL will continue to dominate its area of the industry. >IBM competes with MSFT in databases (DB2 vs. SQL7) and server applications against Back Office Agreed again. However, DB2 is not IBM's bread and butter. IBM is becoming a service company. That is where IBM's non-big iron profit is coming from--not software. MSFT is not a service company.