I suggest that you, and any others concerned about this company over the long haul, read all the news about Oracle on a daily basis for several years before you form an opinion.
People, including professionals, that compare Oracle to SAP or any other singularly focused company are not seeing what Oracle is doing.
Ellison has been building for this time for a long time. The MSFT, or as some say, Major-detumesence, model is dead with Oracle's approach of "information in the net"--not on the PC is gaining.
ORCL is in an amazing number of right places at the right time: ASP, Web software, the Big 3 auto company web based buying syndicate--part owner and software provider, with the ability to sell it's suite to all of the companies involved, to setting up the basic buying syndicate for whole emerging countries (eg Brazil) with that same suite software opportunity. I could go on and on.
I am currently out of the stock, as part of a set of rules that I've come to depend on to conserve my profits. But,I believe that the company will be devalued further and I will enter again when it has hit my limit.
regards,
G |
