Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 198.84

-10.9%

Dec 11 3:59 PM EST

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To: Jim O'Brien who wrote (3408)	10/17/1997 4:02:00 PM
From: Trader Dave	of 19080

ORCL, SAP, BAAN. Not as much PSFT. It's the erp vendors that sell back office functionality to those with older larger systems (ie mainframes) that have the biggest y2k problems. In addition to getting the stimulation of y2k desparation, I think those folks will have significant challenges developing the right products, pricepoints, service levels and distribution channels to meet the needs of the mid market which is already being approached by many other public and private companies with more suitable product. (run on sentence) This doesn't mean they're shorts yet! Most institutional investors aren't that sophisticated, they'll accept explanations for future slowness from the company until it actually slows up. then they'll panic. TD

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