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Technology Stocks : Oracle Corporation (ORCL)

ORCL 189.97

-4.5%

Dec 12 9:30 AM EST

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To: zc66 who wrote (3611)	11/14/1997 10:04:00 AM
From: Trader Dave	Read Replies (1) of 19080

That's a major thing that worries me about ellison. His insecure ego is so big that he's obsessed with being the number 2 software company behind Bill. That obsession could really mess up the company. Although I see a place for NC's I wouldn't be so quick to write off Microsoft yet. Look at the Citrix winframe approach. Ellison also doesn't use his own systemn for things that need local storage and performance like games. That's why i was worried he'd do something stupid like buy out apple. Every night he's goes to sleep thinking in childish testtosterone laden concepts: My market cap is 1/5 the size of bill gates...my market cap is 1/5 the size of bill gates... and all the world can see. This ego stuff is the same thing that undid Phillppe Kahn and Mitch Kapor. Don't get me wrong I like the story, but I don't trust Ellison to focus on the best interests of the shareholders... TD

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