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Technology Stocks : Oracle Corporation (ORCL)

ORCL 201.88

-1.5%

Nov 28 12:59 PM EST

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To: Trader Dave who wrote (3898)	12/9/1997 11:21:00 AM
From: POB	Read Replies (1) of 19080

"2) The "Y2K" stimulus is happening now and will start to slow significantly by the middle of next year. It takes 12 to 20 months to deploy high end oracle apps. The business benefit from y2k has a finite life and will end soon." This doesn't make sense to me. If companies are just now developing their Y2K replacements, they probably have not made that great of an investment yet and have only purchased enough licenses for development. When you deploy a system is when Oracle makes the big sale for the additional production server software and licenses for all of the desktops the system will be deployed to.

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