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To: Mr. Aloha who wrote (11264)	12/9/1997 2:38:00 PM
From: John Bloxom	Read Replies (4) of 25960

I find it hard to accept that the Asian financial mess has much to do with Oracle's numbers. As someone who runs a pretty significant business, and represents lots of others, it seems to me that momentum alone would have carried the company through the Asian waters this past quarter. A turndown in new business generally affects subsequent quarters, not the current one. For example, I could close my law firm today, and the closure would not present any meaningful revenue problems for at least 60 days. If I adjust expenses down to reflect closure, my margins will actually improve momentarily as the revuenues "run off". I could put a chimpanzee at reception answering the phone and I'd still make money for quite a while. I wonder if Oracle's sales problems are not perhaps related to Oracle's products instead. Just some errant thoughts... Regards, John

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