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Technology Stocks : Oracle Corporation (ORCL)
ORCL 191.09+0.7%Jan 16 9:30 AM EST

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To: richard davis who wrote (12919)12/22/1999 3:51:00 PM
From: Paul van Wijk  Read Replies (2) of 19080
 
don't know if it will continue...

Don't ask me to time the market. Sooner or later Oracle and/or
the rest of the B2B-stuff will take a breather.

What I do know is that it is almost impossible to lose money
on Oracle if you have patience. They are so extremely well
positioned from B2B that it is almost beyond imagination.

I have never, ever been more bullish on a stock as Oracle.
And for your information, Warren Buffet learned that it is
better 'not to lose' than 'win as much as possible'.
Since then I buy stocks with little downside risk. Oracle
has, although the stock has run up 300% this year, very little
downside.

Last argument, MSFT has a 500 billion market-cap, Oracle
just passed the 100 billion dollar mark. Oracle has more
employees (40 k vs 30 k), a much better future and because
they're #1 in databases, CRM, ERP etc sort of a monopoly.

Microsoft had a monopoly but missed the internet-train.

So....the stock has a lot of upside left. You ain't see
nothing yet. Again, don't ask me to time the market. Any-
thing can happen short-term. But a drop will be temporary
unless the whole stock-market crashes.

Paul

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