Robert Pierce's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/6336/comments http://seekingalpha.com/article/22824/comments?source=feed#comment-80135 80135
What were you referring to when you said if Fusion doesn't do the job? Do you mean if Oracle's app server doesn't work for its next generation application architecture? I'm pretty sure that train's already left the station. Also, you mentioned SAP as an app server vendor that Oracle would be unlikely to turn to if "Fusion doesn't do the job". Were you lumping Netweaver into the category of third-party app server provider along with the likes of BEA and IBM? Just curious. Oracle has its challenges just like every other software company in the market, but having a proven and viable app server isn't at the top of the list. SAP's enterprise apps are indeed a formidable competitor to Oracle's but I don't believe SAP will be selling their "app server" to other app vendors anytime soon. Nor will SAP likely be included in the near future into IDC's or anyone else's reports that identify leading app server providers.]]> Tue, 16 Jan 2007 16:36:28 -0500
What were you referring to when you said if Fusion doesn't do the job? Do you mean if Oracle's app server doesn't work for its next generation application architecture? I'm pretty sure that train's already left the station. Also, you mentioned SAP as an app server vendor that Oracle would be unlikely to turn to if "Fusion doesn't do the job". Were you lumping Netweaver into the category of third-party app server provider along with the likes of BEA and IBM? Just curious. Oracle has its challenges just like every other software company in the market, but having a proven and viable app server isn't at the top of the list. SAP's enterprise apps are indeed a formidable competitor to Oracle's but I don't believe SAP will be selling their "app server" to other app vendors anytime soon. Nor will SAP likely be included in the near future into IDC's or anyone else's reports that identify leading app server providers.]]>