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Technology Stocks : Oracle Corporation (ORCL)

ORCL 201.51

-0.2%

1:30 PM EST

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To: Mohan Marette who wrote (4268)	12/10/1997 2:49:00 PM
From: Kumar Nathan	Read Replies (1) of 19080

I know SEA is in turmoil. Most of the finance guys hedged their position for next year. Including myself. And most of us are sitting pretty with currency gains already. Therefore all the companies position are rock solid irrespective of currency crisis. The important thing is that this currency crisis is overdone. The only people that should be affected are banking guys. Those are the people who really take risk. I believe it will take a while for analysts to realize the location of the real risk . IMO currency risk right now is with banking sector . Most of high techs have already hedged their position Regards Kumar

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