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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: taxman who wrote (20975)	4/20/1999 7:16:00 PM
From: RTev	Respond to of 74651

if msft database sales strong, is it just msft or industry wide in your view? It sounds like the three big players -- Oracle, IBM, and, finally, Microsoft -- are benefiting from increased sales of databases. Much of that is due to the web, no doubt. Most of the big sites run their web pages on SQL databases of various sorts. A few months ago there were several stories about the huge increase in sales of databases in 1998. The DataQuest research linked below states, "...the worldwide database market had a strong year in 1998 with revenue reaching $7.1 billion, a 15 percent increase over 1997 revenue, according to preliminary results by Dataquest Incorporated," They set Microsoft's share of the market at 10.2%. IBM crowed that DB2 (the original SQL database) had taken the market lead from Oracle. Oracle crowed that they remained the largest-selling db on both NT and Unix. Microsoft crowed that they were selling SQL Server 7.0 like wildfire. Here's the GartnerGroup figures on the enterprise db market: gartner5.gartnerweb.com Here's a 3/99 story on the db market-share: zdnet.com

To: taxman who wrote (20975)	4/20/1999 9:52:00 PM
From: J Krnjeu	Read Replies (2) \| Respond to of 74651

Mr. taxman, if msft database sales strong, is it just msft or industry wide in your view I believe that MSFT database server sales are getting stronger. Whether the database industry is growing or not, MSFT is taking market share from Oracle. Don't get me wrong, I like Oracle products and use them daily. SQL Server is improving and is moving from the lower end of the market upward and taking share from Oracle. Oracle has had to drop their price to compete with SQL Server. SQL Server has change and is able to handle the up to 100 Gigabyte market well and at a lower cost than Oracle. Oracle has had to give the database away in some instances to keep market share. I've had Oracle stock in the mid 1990's and held it thru 2 splits. Sold out of it when the price went into the dumper in 1997. I won't buy it again because the database market is under pressure from MSFT. The applications business is slowing as the Y2K sales have occured already. I have recently completed installing the Oracle Web Server at a fortune 500 company. The web will be an expanding place for the database. Thank You JK