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Technology Stocks : Oracle Corporation (ORCL)

ORCL 204.96

+4.0%

Nov 26 3:59 PM EST

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To: Hedge who wrote (5726)	3/1/1998 12:13:00 PM
From: Larry Brew	Read Replies (2) of 19080

Hedge, << ORCL stock performance >> Couldn't agree more about the institutional selling. I bought in a couple weeks ago around 26+. My focus has been on interactive entertainment, and after checking long term alliances and objectives of various players, ORCL fit as a strong player. Implementation seems to be very visible by 2H, 98. Cable and copper both, although I favor cable as it's more toward entertainment while copper seems a near term pc solution, somewhat lacking in speed relative to cable solutions. Enough background. With 2H, 98 coming into play, I expected ORCL to be showing profits as their solutions need to be in place for set top and hi-speed connectivity to be a late year reality. I agree up front it looks like we (assuming your a holder) are about to be smashed. I hate to see new lows. Dilemma. Keep the faith and load up, or write off my scenario as mis-guided? Your opinion on ORCL's future would be appreciated. Partners as IBM, SGI, and other video streaming players makes me believe ORCL will be there. Puzzled! Larry

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