Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 220.61

+0.3%

3:59 PM EST

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To: Wyätt Gwyön who wrote (17817)	1/14/2003 12:23:15 PM
From: Lizzie Tudor	of 19079

you didn't address the problem about tech cos being terrible businesses. Thats because I don't know what to say to this. You seem to be getting at the fleeting nature of the businesses as if there is no longevity? True, the same with every growth, high stakes sector this is not new to technology, it is just that tech is the growth arena now. Anyway some technologies fade away and die and others just grow and grow and gobble up all in their path... orcl is one of those at this point it looks like with the app server, crm apps, engine etc.... talking newer companies it sure looks like amzn and ebay have longevity to me. There was only a brief period in the very late 90s where what you say is true, very early stage companies like arba were granted huge multiples on the promise of growth. I agree with you that likely won't happen again, which is fine with me, because one of the benefits of this crash has been consolidation in both business and the stock market so these flaky fly-by-night operations aren't able to dilute orcl's growth anymore.

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