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

To: paul who wrote (10329)	4/6/1999 1:42:00 AM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19080

You don't understand what 8i is. It is NOT Java stored procedures. In 8i the database can be taught to speak any protocol on top of sockets that you want, and you can teach the database IN JAVA. The support for CORBA in 8i uses this, as does the prototyped support for HTTP (there is a demo Web server that comes with 8i). The Java support in 8i is an integrated Java VM that scales to allow users to put application logic in the database, close to the data (improving security as well as performance). IFS is just one way (a very interesting way) of using the Java support in the database, not an intrinsic part of 8i. Ellison made this point in several of his presentations, but the marketing people at Oracle apparently don't understand this. However, I have talked to some of the early adopters of the technology, and this is clear to them. I have also heard from an Oracle customer that compared the Java support in Oracle and IBM, and there is a HUGE difference in scalability between the Oracle and IBM approaches (with Oracle being the big winner). > into new growth areas. You mention Sun - Sun has radically > transformed itself from a "workstation" vendor to a Server > Vendor, Software supplier (Java, netscape) and Internet > Infrastructure provider - for ISP's and emerging Service > Providers like Exodus (EXDS). Sun is trying to transform itself, but they don't actually have any server technology to sell. I have seen scalability comparisons of Oracle vs. Sun, and Oracle's VM wins here quite handily, too. Sun is just doing a good job of marketing what they don't quite have...

To: paul who wrote (10329)	4/6/1999 1:53:00 AM
From: Hardly B. Solipsist	Respond to of 19080

One clarification. Sun has transformed itself from being a workstation vendor to selling big iron, and a good thing too, since they can't really compete very well on the desktop. NT is crap, but the hardware it runs on is cheap, and Linux may well win the desktop Unix wars. (I can at least hope, since having NT crash all the time gets tedious very quickly.) What I meant is that Sun is trying to also do software, and so far they are finding it very tough going. Maybe they can succeed, but they have a history with software that isn't very encouraging.