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Technology Stocks : Oracle Corporation (ORCL)
ORCL 222.85+2.4%Nov 14 9:30 AM EST

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To: playloose who wrote (11692)9/11/1999 11:05:00 PM
From: Paul van Wijk  Read Replies (1) of 19079
 
Business to Business software,you ain't seen nothing yet!

You are totally on target! I don't now if you are familiar
with the product-life cycle theory. When we consider E-Com-
merce as "a product" we can use this theory to predict what's
going to happen. We just finished the early-adaptor-phase.

Now it is time for the rapid growth-phase. That means that
we will see an explosion the next few years.

There is one very simple explanation why every company will
(and have) to invest. Internet-technology changes the
competitive balance between companies dramatically. That's
all.

But it is enough to force almost every company to invest
big, very big in e-commerce. Because the future of every
company is at stake. Like Michael Dell said; you have to
be very agressive. It is killed or be killed.

As simple as that.

So to everyone who is long, do yourself a favor and stay
long. Oracle will exploded the next few years. Simply
because they are absolutely in the driver-seat.

I heard a few members bought puts on Oracle. Don't. No
matter how high Oracle's PE will rise, they are worth
it.

Paul
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