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Technology Stocks : Stock Swap

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To: Andrew Vance who wrote (12426)2/27/1998 3:57:00 PM
From: Tech Master  Read Replies (3) of 17305
 
TM's GIFT TO THE THREAD..................................................

Thanks to the thread for the great ideas and comments over the last few weeks.

Here is my gift back to the thread:

Tech Master's "Buy Before it Flys Pick"......

ORACLE (ORCL)

The Play: buy before 3/13 (earnings).. sooner than later

Movement: choppy until 3/13

Expectations: Earnings announcement 3/13/98. .20 expected.

ORACLE CORPORATION (ORCL
Enter a symbol: Symbol Lookup

Broker Recommendations
Rating # Brokers
Strong Buy 2
Buy 9
Hold 17
Under Perform 0
Sell 0

Consensus (Mean) 2.536*
*(1 = Strong Buy, 5 = Sell)

Rating Changes # Ratings
# Ratings raised last month 2
# Ratings lowered last month 0

Quarterly EPS Estimates
Period EPS
Current Fiscal Quarter (02/1998) $0.20
Next Fiscal Quarter (05/1998) $0.37

Annual EPS Estimates
Period EPS
Current Fiscal Year (1998) $0.91
Next Fiscal Year (1999) $1.11

Upcoming Earnings Release Dates
Quarter Ending Release Date
02/1998 03/13/1998
05/1998 06/20/1998

Long Term Growth Rate Forecast
Expected annual increase in operating earnings over the next full business cycle (3-5 years) 25.00%

Latest Reported Quarterly EPS
Quarter Ending EPS
11/1997 $0.19
08/1997 $0.15
05/1997 $0.36
02/1997 $0.19

Latest Reported Annual EPS
Fiscal Year Ending EPS
05/1997 $0.85

*** NOW THE FUN PART ***

Key: 20 million shares short!

Larry and Co. got spanked when he missed numbers last quarter. THIS WILL NOT HAPPEN AGAIN! I expect a solid performance from ORCL.

Target: 32-35 after the earnings announcement.... more if the shorts get squeezed... target will be adjusted as required.

Risk: ORCL misses numbers.. stock tanks to 20....

My call.... BUY THE STOCK under 25.50 if you can....

Tech Master

P.S. It takes big-uns to make big bank.....
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