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Technology Stocks : Oracle Corporation (ORCL)

ORCL 214.37

+3.2%

3:59 PM EST

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To: derek cao who wrote (5371)	2/5/1998 3:03:00 PM
From: danderso	Read Replies (2) of 19080

derek, My assessment of your posts is that in general you favor strong skeptical opinions stated forcefully. For the most part I see companies investing a lot of money on products that you seem to think don't exist or won't have a market. I seem to usually disagree with your predictions. specifically: 1) I think Java is moving quickly, you think slowly 2) I think that telephony will change radically in the next few years along with the proliferation of cheap high bandwidth, Quality of Service pricing for bandwidth, cheap devices, ubiquitous Java, you poopoo Web telephony. As an example, in many countries 30% of phone calls received from the US are due to dialback arrangements that work around the high prices imposed by monopoly pricing. This is a huge change in a short period of time. I think analogous changes will result from Internet telephony. So do a lot of companies investing in this area. The way you discuss industry trends is unconvincing to me and runs counter to what I see when reading about the industry and what companies are actually doing. Time will tell. Dave

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