Is Oracle about to get Netscaped?

May 29, 2003

[From CNN/Money]

SAN FRANCISCO (CNN/Money) - A little more than a year ago, Gartner Group principal analyst Colleen Graham issued a study that showed IBM taking the lead over Oracle for the first time in the cutthroat corporate-database market.

Investors reacted strongly to the report, nearly doubling trade volume immediately following its release. The findings sent Oracle scrambling to control the damage however it could. Press releases were issued, and CEO Larry Ellison slammed the findings at every opportunity.

Last week Graham issued another report on the database market, this time looking at 2002 results. These findings are perhaps even starker for Oracle (ORCL: Research, Estimates) than those of a year ago.

The article continues at http://money.cnn.com/2003/05/28/technology/techinvestor/hellweg/