Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 227.00

-3.9%

Nov 12 3:59 PM EST

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To: Mark Palmberg who wrote (11374)	7/23/1999 11:01:00 PM
From: John Wright	Read Replies (1) of 19079

>>>>"To the extent that every bit of data that ever go into an e-commerce Web site is saved, you begin to need database kinds of management in order to really understand what that data means," Kral said. "And that's what Oracle does." <<<<< Yup, just one very valuable piece of what Oracle does. On the apps side you can also add in the CRM, ERP, BIS, stuff....and the valuation really starts to add up! To carry on,... one can also add in Oracle development tools, education, and consulting as well. Now we have the real "keys to the vault" starting to rattle! Long on ORCL, short on MSFT. John P.S. To steal a J.D Salinger(and H. Bogart) phrase... FY MSFT!)

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