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Strategies & Market Trends : Wanted: Long-Term "Strong Buy" Recommendations

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To: Warren Gates who wrote (22)11/14/1996 9:46:00 PM
From: Philip H. Lee   of 54
 
Oracle (ORCL; 47 3/8, + 1 7/8)

I do hold ORCL...just purchased it recently. You're right - they hold the #1 position in RDBMS and the apps division is doing fine. I don't know that much about profit growth at their tool division, but their tools do have a strong reputation (unlike Informix).

By the way, SAP (SAPHY, 47 3/4) plunged recently because of disappointing earnings. What do you think of SAP?

Yes, software stocks like CTXS bear very close watching on fundamentals. Not the type of stock to buy, hold, & not pay attention.

Philip
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