Apple Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Apple Inc.

AAPL 255.53

-1.0%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: MeDroogies who wrote (25157)	6/16/1999 2:41:00 PM
From: Richard Habib	Read Replies (1) of 213182

I suppose your talking about 8i again. Oracle will grow and it will have a strong internet presence. The one thing the Oracle thread doesn't seem to grasp is that database only accounts for about 40% of Oracle's business. The rest is essentially ERP (In the broad sense of the word) and ERP consulting. Database rev growth is in 25% range and it may increase to 30% or so next year. But the bulk of the ERP business has slowed to single digit growth. The majors are already for the most part ERP enabled so it may be difficult to grow that business anywhere near 30% in order to give overall growth of 30% and thus a fair PEG of 1 or so. That still leaves you with a rough fair value in the 37-40 range. If your looking for very strong returns, Oracle may not be the play for a couple of years. Rich

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next