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

To: t2 who wrote (13575)	12/28/1998 3:38:00 PM
From: DownSouth	Respond to of 74651

ORCL is placing its future, to an undetermined degree,in its applications. In fact, the tools to generate SQL SRVR code from the ORCL Developer tool is "advertised", but not sure it is available. Thus ORCL sees SQL SRVR as an important platform for its own ORCL ERP applications. There is more info on this ORCL multi-platform strategy out there, but time is short. The point is that ORCL (if you care) does recognize that SQL SRVR is significant and ORCL will not put all of its eggs into its own RDBMS basket.

To: t2 who wrote (13575)	12/28/1998 4:09:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 74651

If I were advising Gates, I would tell to to develop it internally or buy a minor player who has a technical innovation that they need. Or, make an alliance, and not directly buy. This "ability to take over a market" is a real potential problem for MSFT. If they do win this present suit, they will really have to watch it, because the DOJ lawyers will be so pissed off they will be looking for ways to nail them and hamstring them.

To: t2 who wrote (13575)	12/28/1998 4:26:00 PM
From: Technologyguy	Read Replies (1) \| Respond to of 74651

Ellison's venom toward MSFT is partly about competition, but mostly personal. He is pathologically obsessed with how much attention Gates gets and just can't deal with it emotionally without striking out at MSFT in, often, very irrational and unfair ways. Without getting too psychological, Ellison is very, very insecure (witness his personal life) and derives part of his self-image by opposing himself to Gates and MSFT.

To: t2 who wrote (13575)	12/29/1998 1:53:00 AM
From: rudedog	Read Replies (1) \| Respond to of 74651

Tech - In units, MSFT SQL is a major player, with nearly 50% of installations. But they play to much smaller customers - they are at 1/10 the average number of users. Oracle dominates in users. IBM's DB2 has the dominant share of mainframes (DUH!!) and is making inroads in IBM shops on other platforms, mostly RS/6000. DB2 is a great cluster-aware database but is having a hard time outside of traditional IBM customers. MSFT has the fastest growth rate in every category of database sales - units, revenue and number of users - but they are pushing at the low end of the business.