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Technology Stocks : Oracle Corporation (ORCL)

ORCL 225.60

+2.3%

Nov 19 3:59 PM EST

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To: Hardly B. Solipsist who wrote (11928)	9/16/1999 2:29:00 PM
From: Lizzie Tudor	Read Replies (2) of 19079

OT OT OT I hate to blame the entire vision thing on the R&D staff (imo this should come from the CEO too)... but I'm not sure how much vision Andreesen has ever had in the content area. He seems like a tools/infrastructure guy which was good when the requirement was to get a browser out the door but very soon netscape should have morphed into content and didn't... yahoo moved in there. Then Andreesen went to AOL and the same thing is happening, no vision in the content area, yahoo pulling ahead.

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