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

To: Teresa Lo who wrote (10677)	5/13/1999 10:04:00 AM
From: Hector	Read Replies (1) \| Respond to of 19080

It's a very volatile stock, but I consider it in the same class as Microsoft, just smaller. It's a favorite of traders as are most stocks these days.

To: Teresa Lo who wrote (10677)	5/13/1999 11:46:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 19080

"I am not long or short, but rather interested in the company on a long term basis and doing some homework." I.S., Fundamentals in a nutshell. Oracle is positioning themselves to be a big player in the thin client/server universe. They are using Java as their way in. Microsoft, as we know, is pretty much against Java. Microsoft is reluctantly positioning themselves in the thin client world via RDP (or ICA) technology. To do the Java route is very risky because all their apps have to be rewritten for Java. In order for Oracle's vision of a thin client world to take hold, ERPs have to latch on to the same technology. Java is a risky business, but does have a lot of momentum. The other alternative (a Citrix solution), is less risky because apps don't have to be re-written to be deployed. I explain it in more detail starting at my post at: Message 9240836 If you skim over them to my latest post, you will see I did a lot of comparisons between an ICA solution vs a Java(Oracle) solution. I think if you read over all of them, you'll get a very good idea of where Oracle is positioning themselves (IMHO). It's a very interesting sector because just about everyone is interested in reducing TCO(Total Cost of Ownership) and Thin Client computing is quickly catching on. It's just a matter of which, "operating system," will win or maybe both can thrive? Hope this helps, MikeM(From Florida)

To: Teresa Lo who wrote (10677)	5/14/1999 1:38:00 AM
From: hasbeen101	Read Replies (6) \| Respond to of 19080

Oracle totally dominates the RDBMS market. Most people love it for that reason. They tend not to see the downside that Oracle won't be able to grow faster than the RDBMS market without new kinds of product, since they already own most of the RDBMS market. To make matters worse, the RDBMS market is slowing drastically, and Microsoft is (mis)using its market power to undercut the competition. Oracle's last major attempt at a new product category was network computing, which was largely judged by the market as a flop. The top 10 e-commerce sites all run on electricity, but that doesn't mean it's a good idea to invest in power utilities. In short, Oracle has historically been one of the best growth stocks in the world. The future however is not so rosy.