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

To: hasbeen101 who wrote (10728)	5/14/1999 1:53:00 AM
From: MKTBUZZ	Read Replies (1) \| Respond to of 19079

It looks very rosy to me. Oracle has developed fantastic e-commerce products, and powerful too. And e-commerce platforms are based on databases. Larry Ellison has been saying over and over again, the internet changes everything. He has been leading the company to dominate the internet market. It seems to me, the company's whole focus has changed to web enabled products. Maybe that's part of the reason 9 of the top 10 web companies use Oracle. IMHO.

To: hasbeen101 who wrote (10728)	5/14/1999 3:16:00 AM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19079

Oracle does have new products, and there is still a lot of data that isn't in relational databases. In fact, most of the data in the world isn't in any databases. I know from previous posts that you are very bullish on OODB's, but there are a lot of other dimensions in which database technology can go, and Oracle is pursuing one of them quite aggressively. There is always the chance that they are backing the wrong horse, but it's a real horse this time. (It's the same general idea as before, it's just that this time there is real technology implementing the idea...) The way to read the marketing literature isn't that previous Oracle releases were what is needed for e-commerce, but that Oracle has penetration and credibility in that market. So if you believe that the new products are the right thing for e-commerce, then they are in a very good position going forward. That's a number of if's, but I feel it's the right direction.

To: hasbeen101 who wrote (10728)	5/14/1999 4:07:00 AM
From: goober	Respond to of 19079

I would disagree. Dataquest recently reported that IBM had surpassed Oracle as the biggest database software provider, and IBM's DBMSs are all relational now, including DB2 and their data warehousing offering. ORCL does sell more than MSFT does at the enterprise level. This may be part of the reason why IBM was up 10% yesterday while ORCL was down about 10%. Good luck.

To: hasbeen101 who wrote (10728)	5/14/1999 9:51:00 AM
From: Bald Eagle	Respond to of 19079

<<since they already own most of the RDBMS market>> Not true. According to Oracle, they have less than 41% of the market. Lots of market share still could be gained..

To: hasbeen101 who wrote (10728)	5/15/1999 6:01:00 PM
From: Teresa Lo	Read Replies (2) \| Respond to of 19079

Thanks a lot. I was thinking of learning some computer stuff while I sit here and trade. I have the choice of getting certified in Oracle, SAP or Microsoft and I was wondering what I really should learn if I want to be on the cutting edge of ecommerce enterprises. The reason I got interested is from starting my own site. I have an amazing design/programming team and it seems the internet is really the future for information delivery, with databases being a critical area. With my business background, I thought it might be interesting to have the option to train so that I could become a manager of some sort if I finally burn out after 15 years of trading. Since I'm only 34, I have a chance to learn new stuff before it's too late and I keep seeing ads on TV about how Oracle is powering Amazon and eBay and they are positioning themselves are the cutting edge of ecommerce. I don't have a computer background but I'm good at almost anything I try, so I thought it would be nice to perhaps do learn Oracle and go on their ecommerce certification path. Any ideas?

To: hasbeen101 who wrote (10728)	5/26/1999 2:43:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 19079

Re: Oracle's Java-based 8i Program "Oracle totally dominates the RDBMS market. Most people love it for that reason." Damien, Exactly. And now from what I am understanding, aren't most investors confusing Oracles current Internet(8i) push for something that it is not? I consider Oracle to be an, "Internet" play just because of their RDBMS products. And NOT the "i" product push. But it appears most investors believe Oracle is an Internet play because of 8i's release. But the real bread and butter products are their RDBMS programs. The 8i is a risky proposition because it is based on Java technology. It's the first of Oracle's attempts to produce a database program using Java technology. It appears, from reading these posts, most investors believe all of Oracle is, "Internet" related (via Java). I can't blame them because just about every press release that comes out of Oracle is slanted to lead one to believe the "i" program is taking off like WILDFIRE. But in reality it's more like a Larry Ellison experiment to see if Java technology can successfully shoot down Microsoft. So what are the real, "facts" behind how well 8i is selling? Does anybody know? Oracle is marketing the heck out of it. No one can argue that. But I would be concerned that a lot of time and energy went into the "i" push and may not be resulting in strong sales? IMHO they may do better to focus their energy on their core RDBMS products. They can still be the top ERP database company in the world on that alone. And can still call themselves, "An Internet Infrastructure Play." I'm just wondering, if you cut away all the "i" hype, is 8i really doing that well? Java is risky and as far as I know, Oracle is the first ERP company to develop and deploy an ERP level software program based on it. I can never get a feel for how well it is selling because all the press releases drop so much hype and confusion into the 8i product by tying it into the success of their core RDBMS products. I'm very curious as to how well the 8i product is actually selling. Does anyone have some facts? MikeM(From Florida)