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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DaYooper who wrote (32815)	10/5/2000 10:36:07 AM
From: johndelvecchio	Read Replies (1) of 54805

HI Da Yooper, I can't give advice. That said, my advice would be to log on to Oracle's web site and watch the presentation given by Jeff Henley (CFO) and also the Q&A with Larry Ellison. I thought it was very instructive. If you have owned for 6 years, then you are up the kind of money that it is in your best interest to watch this stuff. The downgrade came because people thought Henley's body language was bearish. However, he did not say anything different than what was in the conference call earlier. A lot of stupid things have been done by analysts in the last week, and this is probably one of them too. I mean, what the @#!$, the guy has to have good body language too!?! He should just stand up there like Al Gore and never change his tone. That way, no one can judge his body language. Ellison's Q&A lays out the strategy and what they are trying to do. So, it is worthwhile to watch if you are an investor. On a unrelated note, Ellison taught me something about software reselling. If a company resells software, the revenue gets booked twice. Once by the reseller and once by the software company that owns the product. I think a good piece of information to know now is how much of a business is due to reselling. It seems like it could mask the underlying performance of the business of the firm doing the reselling. Obviously selling their own wares is where the better margins are. Just a thought... Best, John

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