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Technology Stocks : Oracle Corporation (ORCL)
ORCL 239.25-1.9%3:59 PM EST
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To: Brian K Crawford who wrote (14919)11/22/2000 2:47:00 PM
From: WTSherman  Read Replies (4) of 19079
 
Brian, agree completely with all of your points about why ORCL is a good company to own(with one exception). My concern is what is the valuation that the company can sustain in a grinding bear market like this. If your horizon is 3-5 years it doesn't matter too much whether the price is $22 or $12. You'll probably do fine. If your horizon is more like 12-18 months, I'm not so sure.

Also, there's two sides to the dramatic reduction in expenses that ORCL has achieved. On first glance its very impressive. However, for years it bothered me that ORCL's net margins were so much lower than MSFT's and their expenses seemed so much higher. There were lots of people who didn't like to hear that, but, the ease with which they could take SO MUCH expense out of the company indicates that it was run in a very loose fashion.

Lastly, my only disagreement with you would be about value of being a "one stop shop", particularly as this relates to DBMS. Having spent years in the industry I can testify that over the past 5 years IT departments just don't worry or even think about whether their DB vendor is also their app vendor. This is good for ORCL's DB biz, since they have such a large market share and premium reputation, but, I don't think it helps their app biz very much at all.

Happy Thanksgiving!
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