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Technology Stocks : Oracle Corporation (ORCL)
ORCL 240.77+0.6%3:59 PM EST

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To: Qualified Opinion who wrote (18443)4/22/2004 3:32:53 PM
From: alydar  Read Replies (2) of 19079
 
Its incredible how low profile ORCL has become since Henley became CEO. I like the way they are going about doing business these days.

Personally, I think their 10g database is a big thing and should deliver multi year growth. After their is a major consolidation in the database market I expect apps to become a driving force for growth. So, looking out into the future I see 5-10 years of steady internal growth.

On top of that, management has made a commitment to grow externally (i.e., G.E.) which if done correctly, could make the company a conglomerate within IT.

Interesting times to be a ORCL shardholder.

Alydar
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