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Technology Stocks : Oracle Corporation (ORCL)

ORCL 201.64

-0.1%

1:14 PM EST

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To: Sowbug who wrote (4251)	12/10/1997 1:47:00 PM
From: Mark Brophy	of 19080

A layoff would be really bad. Wall Street loves layoffs in fat companies like IBM, but it hates them in formerly high growth companies with correspondingly high P/E ratios like Oracle (about 28 now). Your post was great because the sales folks are a precursor to future announcements. It's the kind of research Merrill Lynch should be doing, rather than merely listening to management. In his book, Only the Paranoid Survive, Andy Grove explained that he and Gordon Moore were the last people at Intel to know that the company had exited the DRAM business. The guys in the trenches know much more about the battle situation.

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