Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 236.10

-1.9%

Nov 11 3:59 PM EST

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To: robert b furman who wrote (18335)	11/26/2003 8:04:11 AM
From: alydar	Read Replies (1) of 19079

brokerg, 1. a good earnings report in december would help. 2. positive forward looking guidance is a must. 3. people really do not understand the psft acquisition. they are looking at the 7+ billion dollars and the cost of integrating the two companies. both are unknowns at this point but the orcl strategy is sound. 4. the street has to gain confidence in katz and phillips because they are the future leaders of the company. 5. client server has to show negative growth. 6. 11i has to gain traction. since most of the upgrades are done there should be some additional licenses sold. 7. the street has to understand that before you can implement huge application projects you have to get your data under control through consolidation. every good company will have to go through a data transformation much like orcl did over the past few years. it would help if they used orcl databases and services. just some of the things that have to happen over time to get the stock to surge. the company is doing fine however. rocky.

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