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Technology Stocks : Oracle Corporation (ORCL)
ORCL 240.78+0.6%3:59 PM EST

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To: robert b furman who wrote (18452)4/24/2004 10:12:38 PM
From: alydar  Read Replies (1) of 19079
 
I am not in favor of the PSFT merger. I can think of alot of better things to do with $9.4 billion in cash. They say the subscription rate of PSFT would be incremental to ORCL's bottom line in about a year.

ORCL can crush PSFT in the market just by slashing prices and get the subscriptions; it would just take longer.

PSFT is a very good company but the price be offerring is scary. I would not mind seeing them buy a company outside of applications (i.e., blackberry or palm) to extend their technology to the fringe.

Alydar
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