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Technology Stocks : Oracle Corporation (ORCL)
ORCL 220.55+1.4%Dec 8 3:59 PM EST
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To: Trader Dave who wrote (3412)10/17/1997 9:57:00 PM
From: Tony D.   of 19080
 
You present an informed and interesting case but I don't think we could quantify the possible reduction in growth as significant. For what it is worth, as one endeavor dies out another will always take its place in a good company (ORCL). Larry E. has proven this over the years. Also he is on record (analyst's day 4 weeks ago) stating that the next year or so would be better than expected. I am probably biased since I am long ORCL but I don't see a signifcant decline.

Good Luck,

Tony D.
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