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Technology Stocks : OBJECT DESIGN Inc.: Bargain of the year!! -- Ignore unavailable to you. Want to Upgrade?

To: hasbeen101 who wrote (2616)	12/11/1998 11:09:00 AM
From: GUSTAVE JAEGER	Read Replies (1) \| Respond to of 3194

I do not worry about ORCL's good performance: it's all about the old-fashioned Rdbms world anyway... The real challenge for ORCL's yet to come: will Orcale8i be as successful as Ellison thinks? news.com Further, the whole RDBMS market is sort of a zero-sum game, ie ORCL and MSFT gain at the other vendors's expenses! How bad will be the financials of IFMX, SYBS? Talking of stealth techniques, I think that such an expression is most true for ODIS's amazing pervasiveness: Andromedia (ARIA 2.5), OMKT (LiveCommerce), webMethods (B2B), Inso (Dynabase), etc, etc. Even a non-IT company such as Knight Ridder is considering reselling their ObjectStore-based e-editing software! And where's ORCL in this picture?? Nowhere! It seems to me that ORCL is totally missing the business rationale that has made ODIS so successful: ORCL is selling its ORDBMS the same way it did with the old Oracle7 release. If Oracle8i is marketed like Versant, that is like a standalone data-repository then... you get the picture! I think ODIS was first to fully grasp this notion of metadata and to consequently build a ''middle-tier'' strategy for their product. Gustave.