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

To: Bipin Prasad who wrote (9298)	1/6/1999 10:10:00 AM
From: Michael Olin	Read Replies (1) \| Respond to of 19080

ORCL just got lucky again because of this unexpected INTERNUT revolution! Lucky? How about viewing it this way: Oracle is a company with some of the best technology in the marketplace, a visionary leader who was talking about this "revolution" for years (the Bill Gates quote "You won't even think about where information is. You'll just know that the files are there." sounds a lot like he's describing Oracle's iFS), and the means to execute on this vision. Everyone focused on Larry's sub-$500 NC while I (and a whole boatload of other Oracle developers) quitely started transitioning away from client/server computing by using the architecture for "internet" (aka "network") computing that Oracle was enabling. Suddenly we're in the forefront of the "revolution". So now, two years after Larry started talking about the "Network Computing Architecture", it's called "Internet Computing" and is the greatest thing since sliced bread. Still, everyone focuses on the NC (hardware) as Larry's folly. The trade press begrudgingly reports that yes, perhaps Mr. Ellison's talk of a sub-$500 NC has pushed PC manufacturers to make systems available (with a Java-enabled browser included) for close to that price point. Still, nobody is out there acknowledging that Oracle started doing this stuff years ago. Oracle will really be lucky when someone reports that "the software industry has finally caught up to Oracle CEO Larry Ellison's vision..." Rah, rah, rah... -Michael