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Technology Stocks : Oracle Corporation (ORCL)
ORCL 217.60+1.5%Dec 5 9:30 AM EST
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To: John Wright who wrote (9448)1/30/1999 3:27:00 PM
From: John Wright  Read Replies (2) of 19080
 
Xy, a couple of add-ons to my previous post. Oracle is also the only company in the enviable position of being able to offer complete end-to-end fully integrated enterprise wide solutions(From the 8i Internet database and application development tools to fully integrated off the shelf enterprise apps.) Oracle's strategic intent of enabling the information age through Internet computing also allows them to leverage their core competency in the 8i internet database to also to fully exploit and integrate Ecommerce. Where do PSFT, Baan, SAP,.... stand? They don't!!! As Wall St. continues to pick up on this and do their homework, I think they'll begin to realize that Oracle is strategically positioned to represent one of those once rare investment opportunities where Oracle holds the keys to the vault, so to speak. In my view, and just my $.02 of course, we're just seeing beginning. A year to 3 years out ORCL could easily have a market cap of $100b - $300b. I will continue to load up on ORCL at every opportunity.

Thoughts, opinions, anyone?
John

P.S. While forecasting stock prices is a suckers game, I'll stick my neckout and say that ORCL will break through 60 soon.(this week??) I guess we'll see.

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