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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: Stonehenge who wrote (14167)12/8/1997 7:47:00 PM
From: lbs  Read Replies (1) of 27012
 
I have heard from good sources at ORCL that ORCL problems are far greater than this earnings report. They are having real problems with the market for companies that are less than $500 million. SQL Server from MSFT is winning too many of the battles. While ORCL is a great company, it is at a pretty high PE. If the general database market is slowing, and they are losing the lower end to MSFT, things could be rough.

On the other hand, they are doing really well by attacking vertical markets by specialized product sweets. I think ORCL is a great company that may be in for some hard times over the next year of so. I was thinking of buying it during its recent pull back, but was convinced otherwise by what I have been hearing.

If it drops really low tomorrow, I am buying.

Good luck,
Dan
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