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

To: treetopflier who wrote (9093)	12/11/1998 2:21:00 PM
From: Punko	Read Replies (1) \| Respond to of 19080

>> SAP will be GIVING their software away by this time next year...and ORCL will continue to get its current prices. It cracks me up that some analyst actually pointed to the possibility of SAP waging a pricewar on apps as an area of concern for Oracle. Even if Oracle were to play along and slash prices, who would feel the pinch more? SAP - pretty much a one product company with an astronomical PE - or Oracle with its one-stop-enterprise-software shop? SAP would be very foolish to start a price war with Oracle. As an Oracle shareholder, I'd welcome it. It would seriously weaken SAP, hurting their ability to compete in the future. Now that Oracle's getting R11 successfully into the market, it should not be long before the success stories (rapid implementations, easy deployments, etc) begin rolling in. Oracle's many revenue streams will help them not just to win a silly pricewar, but to finance additional high quality development, which by the way is very focused on adding functional value and leveraging the features of its state of the art engine, as opposed to addressing mundane, 0-value add challenges associated with porting and supporting diverse platforms. It would be interesting to see the trend for SAP's R&D and support expenses relative to revenue vs. Oracle's.