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Technology Stocks : Oracle Corporation (ORCL)

ORCL 198.80

-5.6%

Nov 21 9:30 AM EST

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To: Wheats who wrote (5331)	2/4/1998 6:17:00 AM
From: Spiderman	Read Replies (3) of 19079

Hello. I'm new here (but have been following your discussions) and just bought into Oracle at 20. Did any of the reports you saw say whether their '97 NT DB sales outpaced MSFT's SQL Server biz? If it did, I would agree with your optimism (since their apps biz is growing and I believe they would hang on to their lead in the Unix biz). It was about the same in '96 ($210M). Their NT apps biz should follow. I am from SEAsia and Oracle is in the process of transitioning over to the NT platform. Enterprise sales still dominate their sales, which is probably why the econ downturn hit them particularly hard. My guess is that this slowdown is forcing Oracle Asia to move to the lower cost platform faster. Once this is done this year, maybe we can see less negative effect from Asia (perhaps neutral). Growth in Asia will have to wait beyond '98. The wild card: a Yuan devaluation. Regards.

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