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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: KY who wrote (760)	3/15/1999 1:45:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 54805

Ellison ought to concentrate on software vs. yachting. No joke. Can you imagine Andy Grove, John Chambers, Bill Gates or Mike Ruettgers (EMC) getting involved in such a diversion? On the positive side, Oracle's grip on the database software market certainly has the look of potential gorilla stuff. That's about as far as my knowledge of db stuff goes. Tony

To: KY who wrote (760)	3/15/1999 1:58:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

KY, as a long term orcl stock holder who finally sold out last year, I've shared your frustration. I seems like Larry, unlike Michael Dell or Bill Gates, has de-coupled himself from the business, and spends most of his time yachting, berating Mr. Softee, or coming up with some new idea that will kill the PC. I think he should get back to work in his area of expertise, or fire himself. As far as orcl's rank in the Gorilla Game, I think they are a Gorilla in a niche sector, but may be undergoing demotion to Chimp. Even if this doesn't happen, they don't appear to be a safe investment for the next 12 months. I'm sure Mike Buckley will have some interesting comments about Oracle. Frank

To: KY who wrote (760)	3/16/1999 6:06:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

ORCL is a King, but its throne is threatened. ORCL is redefining its kingdom. They tried with the NC (network computer), but that was a dud. Now they are applying their skills in carving out internet/database tools, with some success. ORCL is also trying to keep its solutions business (financials, HR, etc.) in order and using its own tools to web-enable to whole lot. Here they compete with SAP, PSFT, etc, where they are a prince. ORCL's database offering will remain the King of a nich--enterprise databases, for at least a couple of more years. Meanwhile MS SQL is surrounding it at the departmental and small-medium enterprise level. IMO, of course.