Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Wright who wrote (9269)	12/31/1998 8:25:00 PM
From: John Wright	Respond to of 19080

Oracle bulls (or bears), "Electronic Commerce - A Manager's Guide" published by Addison Wesley and written by Ravi Kalakota and Andrew B. Whinston is a fascinating and insightful book into the future(happening today!) of Ecommerce and Internet computing. It's a great book that offers many insights into the internal and external integration of the Internet/www into a firms operations and how Ecommerce, can and will, revolutionize the nature of business-to-business and business-to-customer commerce. If anyone has read the book perhaps they can provide some feedback vis a vis Oracle's(as well as SAP, PeopleSoft, Baan, JDEdwards, Informix, Sybase,....) vision and strategic focus. John

To: John Wright who wrote (9269)	1/1/1999 3:17:00 AM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19080

I think that MSFT has a strategy, I just am hoping that it won't work (and I suspect that it won't). Their strategy seems to be to try to control everything using the desktop as a lever, and to maintain their control of the desktop by adding any software that seems to be commercially viable to Windows. Their approach to high-end software is to try to eat away from the bottom, taking the bulk of the market, with the plan (presumably) of forcing people who need the really high-end stuff to change their practices, since MSFT will have put everyone else out of business and they've never been able to sell software that is really reliable or scalable... I think that the bottom line is that MSFT doesn't have a very coherent vision of where they want to take the company. It's hard to call where they are a dead-end, but I don't see how MSFT can make a natural transition into something that seems to be pointed into the future. They've been so successful that I think that the next step is going to be pretty painful, and voice recognition software isn't going to help that much.