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Technology Stocks : Oracle Corporation (ORCL)

ORCL 227.00

-3.9%

3:59 PM EST

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To: John Wright who wrote (11375)	7/24/1999 12:52:00 PM
From: Still Rolling	Read Replies (1) of 19079

John, Good to see you posting again. Like you I am long on ORCL and extremely excited about the prospects for the next several years. I ran across the following tidbits in the June 1999 "Global IT Consulting Report": "Global ERP market forecast 1999 $14.94 billion . . . 2003 $36.72 billion" (a little too precise four years out for my taste, but the trend is evident--and ORCL is sitting in the sweet spot of this trend) also, a little bit later, this comment: "Fuji Chimera estimates that with an expected recovery in the Japanese economy, sales of both ERP and SCM software will boom." (another sweet spot for ORCL) and, finally, "The Asian-Pacific market for IT services . . . including services related to ERP software, is et to grow at 25% for the next few years." John, like you, bullish on ORCL and always looking to acquire more. Regards, Craig A. Anderson xcitfan@excite.com

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