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Technology Stocks : Oracle Corporation (ORCL)
ORCL 177.16-0.6%Jan 23 9:30 AM EST

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To: Paul van Wijk who wrote (11715)9/14/1999 8:43:00 AM
From: MeDroogies  Read Replies (2) of 19080
 
I agree with you 95%.
I don't count out MSFT for 2 reasons:
1. cash. They have LOTS of it.
2. Brand recognition and media exposure. MSFT is a "trusted" (really not trusted, but a known name) name, and they own ALOT of media outlets (MSN, MSNBC) and can "make" their own stories, should they decide to.

ORCL has more vision, better products and a lead. So did NSCP. ORCL has more cash and better partners than NSCP. Still, I don't just wish MSFT away. They won't go without a fight.

I think they are a great short over the next 12 months, however.
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