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Technology Stocks : Oracle Corporation (ORCL)

ORCL 220.55

+0.1%

Dec 8 3:59 PM EST

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To: Bipin Prasad who wrote (12708)	12/14/1999 12:28:00 PM
From: Lizzie Tudor	Read Replies (3) of 19080

I'll tell you what I'm wondering about. This might be premature, I'll have to see the results. But in the past there was license revenue and services. The street only cares about licenses really. But now with the ASP model and e-commerce (procurement), what do we have? Those are transaction based - does that get lumped under licenses? I don't know. And you won't see the huge one time bonanza on the books for transaction revenue, its more consistent returns. The analysts are going to have to look at oracle differently depending on the revenue mix.

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