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Technology Stocks : Apple Inc.

AAPL 278.28

+0.1%

Dec 12 9:30 AM EST

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To: Alomex who wrote (8108)	2/1/1998 3:32:00 PM
From: Richard Habib	of 213176

Oracle would be crazy to buy or merge with APPL right now. ORCLs stock has been punished. It has just started a small rally based on Ellison projecting 25% N. American DB market growth. Any deal with APPL would be looked on unfavorably by analysts and you'd see ORCL stock back in mid-teens. What does APPL offer ORCL? The NC?? currents.net This article as well as others indicates that the NC market is a nitch market at least for the forseeable future. Not only is it a nitch market but MS and Intel are after a piece of the pie and with the NetPC, Windows Terminal and Hydra (Demoed in LV) is actually ahead of the the Java Machine, etc. in attacked this relatively small market. If you were an IT manager I would think having a Windows solution, ie Windows Terminal with Hydra would be a seductive idea vice a yet another new software and hardware architecture. If there is an announcement tomorrow I doubt it will be a merger or buyout by ORCL. Perhaps Jobs has finally decided to accept CEO?

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