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To: Mark Finger who wrote (9157)	2/9/1998 1:23:00 PM
From: Marq Spencer	Read Replies (2) of 14631

Mark, Today's write-up on Oracle by Morgan Stanley is an interesting read. Some salient points: * Services is driving this company. * Stock will remain volatile in the $24-$32 range. * Price target of $34, "but we don't expect to see it anytime soon." * Don't bank on 25% database growth, since the number that Larry threw out was for US only (which is 40% of Oracle's db rev). Expecting single digit worldwide DB growth. US number was around 20% last quarter when the company missed the top-line. There are a couple of sections on how Oracle is doing in the Telecom market, and the whole issue of saturation of the DBMS market. In all, an interesting piece, which is neither very positive about the DBMS market, nor Oracle, nevertheless upgrades Oracle to outperform (from neutral). - Brian

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