Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 154.62

-3.4%

Feb 3 3:59 PM EST

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To: danderso who wrote (4783)	12/25/1997 10:37:00 PM
From: John F. Dowd	Read Replies (1) of 19080

Indeed the market seems to be confused. If on the one hand they are crushing Wintel stocks because high end PC's are slowing in growth and the net is a threat to Windows than why would ORCL which is gearing up for the converse of why the Wintel stocks are being beaten down be put in the tank as well? It would seem that what is bad news for the margins of INTC and the rev. growth at MSFT would be good news for ORCL. It would also seem that for the larger corps ORCL8 is the one stop solution for y2k. The stock has indeed been unduly punished for this past qtr. and the ASian crisis. JF Dowd

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