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

To: paul who wrote (10332)	4/6/1999 4:01:00 AM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19080

My point is that Oracle now has something that is much more than a database. It is an application platform, which will certainly be a big area of new growth for them. It is also a second chance to enter new application markets (they blew their chance the first time when things like SAP got started), but it's anyone's guess as to whether they can manage to spread out into the new applications areas that will arise. Their history in this regard isn't encouraging. Oracle DOES compete with Sun on VM implementations. One area that Sun is aggressively pursuing is Java server software, which is a lot of what 8i is about. It's what Oracle's application server is supposed to be about, too, but it's clear that the 8i version and the Oracle App Server don't have much in common yet. (I will be very surprised if that continues, though.)