Technology Stocks | Oracle Corporation (ORCL)


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To: Bipin Prasad who wrote (16586)3/20/2002 9:56:45 AM
From: MeDroogies   of 19011
 
BTW (off topic), AOL is building a nice base...if you're into TA.

stockcharts.com 

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From: E_K_S3/20/2002 11:33:05 AM
   of 19011
 
Pricing change irks Oracle customers
(http://news.com.com/2100-1001-864135.html)
By Alorie Gilbert
Staff Writer, CNET News.com
March 19, 2002, 5:25 PM PT


A pricing disagreement between Oracle and some of its database software customers has IT analyst firm Meta Group urging customers not to pay the database software maker additional licensing fees.

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....And I thought Oracle was going to simplify their pricing structure.

EKS

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To: E_K_S who wrote (16588)3/20/2002 9:35:46 PM
From: Michael Olin   of 19011
 
Oracle actually has a valid point (logically) on this one, but I don't know how it fits in with their licensing agreement language.

It is quite possible (and I've done it, several times), to build an entire data warehouse with all of the back-end batch processing and all of the necessary front-end applications for accessing the data using a single "named user". In fact, with web-based applications and languages and application servers that support connection pooling, fewer and fewer systems rely on the "database user" for authentication and access control.

I remember when Oracle first offered its web-based tools, the talk was of licensing the database based on a "theoretical maximum" number of users that the server running the database could support. This evolved, eventually, into the "processor" or "power unit" based pricing model, and it is a reasonable way to license software.

Anyone running a data warehouse on a server that is licensed under the "named user" scheme that does not count EVERY end-user who accesses the system, plus one (at a minimum) for the processes that perform the batch loads knows that they are skirting the intent of "named user" licensing. It may be perfectly legal under the terms of the license to say I have only one "named user" when an administrative assistant generates and distributes reports from the warehouse based on requests from 20 different marketers. After all, the only "user" of the system is the assistant. At the very least, it is intellectually dishonest. If "named user" licensing is prohibitively expensive because so many people rely on the data, then the right thing to do is to license by processor, where you pay based on the ability of your hardware to run the software (how many concurrent queries, how fast are they answered, etc).

The Meta Group knows how this is supposed to work. Do you think that if they sold their research based on the number of "named users" who could access it they would be happy if their clients to had just one employee who subscribed to their research and then just passed the information on to 20 others in the office? Telling people "don't pay, take them to court" makes a much better news story than, "just be happy you got away with it for this long, now it's time to pay up".

-Michael

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To: Michael Olin who wrote (16589)3/20/2002 10:28:35 PM
From: E_K_S   of 19011
 
Hi Michael - I think I understand your reasoning but let me pose another question. If I am the authorized administrator and generate a report and then e-mail my report to twenty of my co-workers, then I need to pay Oracle an additional license fee as if twenty one users accessed the database?

I think the intent of the license was to pay Oracle a fee each time the database was accessed uniquely (by individual users) and in real time. Perhaps another approach is to meter the data elements extracted during a period and then pay a fee for each element retrieved from the database.

In any case, it must be made simple and cost effective for the end user. The long term business model for Oracle should be to (1) continue to sell upgrade options for each software seat license and (2) add more software seats w/ discounts to grow the customer base.

If Oracle trys to nit-pick each software seat license you might just end up with a frustrated customer (end-user) that will think twice about implementing new and more advanced applications.

I always learned in business that you want to deliver more than you promise. By doing so, the customer will always come back and buy more. If Oracle trys to push this too far, you will just end up with an unhappy customer.

Thanks for your thoughts. Leave it up to the end user to be creative in how they develop their applications.

EKS

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To: Michael Olin who wrote (16589)3/21/2002 10:07:36 AM
From: Hardly B. Solipsist   of 19011
 
Thanks. It's always a pleasure to hear from someone that knows what they are talking about.

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To: Night Writer who wrote (16569)3/21/2002 3:20:05 PM
From: greggcap   of 19011
 
I stand corrected. ORCL is trading in the range you suggested with a slight bias to the upper end of your range--for now.

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To: greggcap who wrote (16592)3/21/2002 3:34:04 PM
From: Night Writer   of 19011
 
It was only an opinion and opinions are often wrong.

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To: greggcap who wrote (16592)3/21/2002 3:52:57 PM
From: Night Writer   of 19011
 
A good close over 13 would be good. It could turn the 13 resistance into 13 support. Time will tell.

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To: Night Writer who wrote (16594)3/21/2002 3:55:26 PM
From: bob   of 19011
 
Message 17229112

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To: bob who wrote (16595)3/21/2002 4:00:18 PM
From: Night Writer   of 19011
 
Now we know the FA that broke the 13 resistance.

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