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Technology Stocks : Oracle Corporation (ORCL)

ORCL 198.52

+4.7%

Jan 9 9:30 AM EST

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To: Chris who wrote (4771)	12/23/1997 10:57:00 PM
From: Mo Chips	of 19080

I don't think he tells the whole story. I read all over that ecommerce will be the big story in '98, to which he alludes. However, won't business need more db licenses to implement this? I mean, 2 years ago, web sites were just simple text and graphics. Now they are more interactive and allow users to query for different information. Customers can search for and order products. And won't all of this web business and direct one to one marketing create more data to mine. Session data, page views, click throughs, etc. are all data created as a customer browses through an on line catalog. And he mentions AMZN, all of those books have to be in a database somewhere. And there will be more companies like AMZN.. I think he is just finding it easy to beat someone while they're down... Mo

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