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Technology Stocks : Oracle Corporation (ORCL)
ORCL 198.52+4.7%Jan 9 9:30 AM EST

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To: Pajoh Lublewski who wrote (497)12/2/1996 9:55:00 AM
From: seth thomas   of 19080
 
I think your comments are dead-on accurate. Totally agree with this entire post.

A big problem for Oracle: if you want to grow by 25% this year, you have to figure out a way to add $1 billion. IF you are IFMX, you have to add $250MM. The overall size of the available market may not be large enough to accomodate another $1 billion - that's why Oracle is looking at this other stuff in other markets beyond their traditional market.

The available market is large enough to absorb another $250 MM from IFMX, and they are actually expanding the available market with Univeral Server. It will be a lot easier for IFMX stock price to double than ORCL. Ther's more headroom.
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