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Technology Stocks : Oracle Corporation (ORCL)
ORCL 204.96+4.0%3:59 PM EST
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To: OverSold who wrote (11525)8/27/1999 1:08:00 PM
From: silverstein  Read Replies (1) of 19080
 
First of all let me state that ORCL is my largest single holding. At over thirty percent of my portfolio I should be a little nervous.

Second, you obviously don't like Cramer, but if you would attempt to inject some objectivity into your analyses, you would find that a large percentage of his observations are quite astute. Some have criticized the positions in his hedge fund in that they have appeared to be contradictory to his fundamental opinion of some stocks. Like the comment that he was short Intel a couple of months ago. I would venture a guess that if that were true, it was a derivative play as Cramer has consistently been a strong Intel advocate. Nonetheless, if he were short, that's the way a hedge fund operates -- you hedge your positions to accommodate short term market behavior. Many UNIX professionals have consistently expressed a disdain for MSFT. From an investment perspective such disdain has cost many lots of monies. Cramer has consistently said the MSFT is a top investment. I suggest you compare MSFT's appreciation curve to ORCL's for the last five yours. MSFT's has gone up ~15X, while ORCL has appreciated 4X. My personal opinion is that ORCL is an outstanding e-commerce infrastructure play over the next few years -- it should outperform MSFT -- that's why I have a lot of ORCL stock and do not own any MSFT.

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