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

To: ToySoldier who wrote (12818)	11/30/1998 1:08:00 PM
From: rudedog	Respond to of 74651

Toy - ORCL is very vulnerable - their high end business has been declining for some time and their attempts to diversify have mostly misfired. But SQL7 is no competition to ORCL. DB2 for NT is a great product, clusters well, and is a modern design done right, but I don't know if IBM can win with it. ORCL should be more worried that MSFT will be able to use Tandem's DB technology to get a product to market. Tandem's product is nearly as good as DB2, has deep clustering capability and good performance, and MSFT has done a deal to get access to both the technology and people. But NIH may keep them from doing anything aggressive with the product. SQL7 is years away from enterprise class performance, has no cluster capability and still has the core query processing that MSFT inherited from Sybase. It was great technology in 1991, but the base architecture needs a complete reworking.