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Technology Stocks : Oracle Corporation (ORCL)
ORCL 198.80-5.6%Nov 21 9:30 AM EST

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To: Jerome who wrote (17372)7/10/2002 9:21:08 PM
From: Lizzie Tudor  Read Replies (1) of 19079
 
Sorry Jerome... I only know what everybody else knows, now.

Oracle CFO Says Visibility Still Poor

REDWOOD SHORES, Calif. (Reuters) - Oracle Corp.'s (NasdaqNM:ORCL - News) Chief Financial Officer told analysts on Wednesday that it is still very difficult to predict demand for the software giant's products, but added that he believed that the worst is over.

biz.yahoo.com

Henley's not going to give us any tidbits of whats in the pipeline... the only way to get that information is listen carefully to Larry - we know he's going to blow it sometime, if things are going well for orcl and he knows sebl is having a tough time he can't resist rubbing it in.

I see a whole bunch of Oracle apps 11i implementations going on. When peoplesoft upgraded their architecture, about 2 yrs ago with psft 8, the company was on a tear for 2 years. Maybe 11i can generate that same level of excitement and cash. Its only the apps division though so won't affect the whole company in the way psft 8 did.
L
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