Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 189.88

-1.9%

Jan 15 3:59 PM EST

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To: John F. Dowd who wrote (14871)	11/20/2000 10:14:01 AM
From: Scotsman	Read Replies (2) of 19080

I certainly didn't want to come across as sarcastic. I just meant that MSFT may or may not be gaining against ORCL, so if this is a worry purchase some MSFT to hedge. I gave up long ago trying to predict a companies plans as these are kept secret by the upper management, as it should be. LE has a plan to take over the internet apps business at the business level through a system of suites similar to the way MSFT took over the desktop with its suites. If successful it will be extremely lucrative, will provide ORCL with a huge market share, and we will all be very happy. It would also make competition very difficult. However, this is not a brand new virgin field like the PC was. Give Bill Gates his due, he saw the future and planned for it while the rest were wollowing around in the mud. So he made all the right moves at the right time and locked up that huge market. LE does not have this advantage as there are some other players in the way. But he does have large customers and a large company to play with, so we shall see. I believe in the plan and therefore have invested.

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