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Technology Stocks : Oracle Corporation (ORCL)
ORCL 196.99-1.6%3:59 PM EST

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To: Jacques Tootight who wrote (11794)9/14/1999 10:39:00 PM
From: Lizzie Tudor  Read Replies (3) of 19080
 
Jacques I don't know what you know about the history of Oracle but they had an opportunity to dominate enterprise software on almost every level and failed. But that is ancient history. The fact that you bought the stock at 23 and it doubled is fine for you, but more a reflection of the upturn in enterprise software than anything specific about Oracle. Every other company manages their earnings and Oracle should have done that last q. They should have held something in reserves for this weak qtr if it was anticipated (and it should have been). As far as I'm concerned Sap and Siebel are leading the software sector in management and execution, not Oracle.
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