Re: Informix versus oracle

Posted in 2003

rkusenet — Mon, 16 Jun 2003 11:20:43 -0400 — source: Usenet: comp.databases.informix

"Daniel Morgan" <damorgan@exxesolutions.com> wrote > I agree with all that you said with one exception. With the release of Oracle 10i (or > whatever they call it) expect to see a pricing change to increase competitiveness. > Larry's got enough cash to price his product any way he wishes. Expect him to do so. > And do notice 9iAS. He is already where you're going. How!!. He is going to spend a lot for his hostile takeover of Peoplesoft. Also Oracle's main revenue is still the database license. If the margins evaporate due to agressive pricing, the stock price will go to the basement (right now it is in the first floor, down from 50th floor few years back). Remember IBM is a monster and is into various sectors, from services to hardware. MS is also in various business, though only in software. Oracle is limited to database and applications. Their application business is hardly growing. And they are getting squeezed by extremely agressive pricing of SQLServer/DB2. To me his hostile take over of PS seems to be a desperate action.

↪ replying to rkusenet

Daniel Morgan — Mon, 16 Jun 2003 08:31:21 -0700 — source: Usenet: comp.databases.informix

rkusenet wrote: > "Daniel Morgan" <damorgan@exxesolutions.com> wrote > > > I agree with all that you said with one exception. With the release of Oracle 10i (or > > whatever they call it) expect to see a pricing change to increase competitiveness. > > Larry's got enough cash to price his product any way he wishes. Expect him to do so. > > And do notice 9iAS. He is already where you're going. > > How!!. He is going to spend a lot for his hostile takeover of Peoplesoft. > > Also Oracle's main revenue is still the database license. If the margins evaporate > due to agressive pricing, the stock price will go to the basement (right now it is > in the first floor, down from 50th floor few years back). > > Remember IBM is a monster and is into various sectors, from services to hardware. > MS is also in various business, though only in software. Oracle is limited to > database and applications. Their application business is hardly growing. > And they are getting squeezed by extremely agressive pricing of SQLServer/DB2. > > To me his hostile take over of PS seems to be a desperate action. I'm not sure that it is true that Oracle's main source of revenue is the database license. It wasn't the last time I checked. Isn't for IBM on DB2 either. Oracle's stock price is the concern of stockholders ... not developers or DBAs. When I make my money from IBM stock rather than DB2 and Informix I'll care about IBM's stock price. Same goes for all of them. The market will flourish. Each individual company will have its ups and downs and that is not my problem. -- Daniel Morgan http://www.outreach.washington.edu/extinfo/certprog/oad/oad_crs.asp damorgan@x.washington.edu (replace 'x' with a 'u' to reply)