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

To: twt who wrote (9231)	12/23/1998 6:08:00 PM
From: John Wright	Read Replies (2) \| Respond to of 19080

TWT, thanks for the post. An interesting story and comments i.e. "....The growth in internet computing will also help break what Ellison described as Microsoft Corp (Nasdaq:MSFT - news)'s monopoly on personal computing, regardless of the outcome of the computer giant's U.S. antitrust trial........You can watch the Internet shoving the personal computer off the centre stage. The Internet is becoming the center of the universe.......The future of computing is Internet computing,...This includes the worldwide web, but also every private network.....'' The Oracle vision of "Enabling the Information Age through INTERNET Computing" is strategically putting them on the road to becoming THE 900 lb gorilla in Enterprise Wide Software. Oracle is THE ONLY company in the enviable position of being able to offer businesses complete "end-to-end" enterprise wide solutions by leveraging their core competency in RDBMSi systems to build fully integrated ERP and Ecommerce Enterprise Wide Software through Internet computing. The Internet future of computing is already happening today. Oracle is way ahead on the curve and will shakeout other ERP and Enterprise Wide players. Going forward vendors like PeopleSoft, Manugistics, JDEdwards, Baan, SSA,.... won't have the technical or financial resources to compete in the internet marketplace and will continue to stumble. Delivering disappointing earnings(or lack thereof)quarter after quarter. Wall St.realizes this and is starting to discount their valuations. In the end Oracle will be the 900 lb Gorilla in an industry made up of a lot less players. Thoughts, opinions, anyone? John