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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mauser96 who wrote (3556)7/8/1999 2:52:00 PM
From: John Stichnoth  Read Replies (2) of 54805
 
Re ORCL. They've been emphasizing applications development for awhile, putting them right in the field with sebl, peoplesoft, etc. as they roll out their specific applications, which are based on their rdbms. Because they have such penetration in companies already, they have a leg up in additional implementations.

Also, their position as the primary supplier of databases to the e-commerce crowd gives them a big advantage.

The knock on orcl has been their erratic earnings history. They have somewhat regularly disappointed. (Which QCOM did also, if memory serves). But last quarter was surprisingly strong for orcl, and we saw a quick 15-20 pct runup to its present level.

Another plus is that Ellison seems to be tending to business, instead of going off sailing.

I believe orcl can handily meet long term earnings projections, at the same time starting to gain significant business at the erp vendors' expense. That will make them more dominant than they are now.

If I understand correctly, oracle's using their entrenched position in one market (its oracle product) to push its way into adjoining areas might qualify it as a gorilla. And I see little downside.

Will a tornado occur? Orcl's stock has a long history of disappointing. So, i don't know.
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