Oracle Corporation (ORCL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Oracle Corporation (ORCL)

ORCL 220.61

-0.5%

10:00 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mohan Marette who wrote (4866)	1/2/1998 1:52:00 PM
From: Punko	Read Replies (1) of 19080

My 2-bit prediction for Orcl in '98: Retrenchment. Orcl will struggle all year in its realignment to verticals. This plus product transition issues plus erosion of low-end and margin compression at high-end from Microsoft, plus increased competition from other apps vendors will make for a tough year. At the same time, a newly invigorated IFMX will successfully define a niche in high-performance object-relational and data warehouse products, marketing itself as best of breed and gaining share. After the pain it will endure through '98 (perhaps into '99), Oracle will be back on track. Complex, high margin solution sales will drive renewed growth. A debugged Oracle 8 with object support and vastly improved data warehouse support will challenge Informix. Network computers will begin to be adopted, as IBM, Sun and Oracle ramp up. Successful enterprise pilot projects will demonstrate TCO benefits, and networked economy pioneers will line up to implement CORBA-based network apps that will demand object-capable data servers, which Microsoft will only begin to spec out. I'm sitting this retrenchment out as far as my Oracle holdings go. Color me gone.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next