Oracle Corporation (ORCL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Oracle Corporation (ORCL)

ORCL 155.20

-3.1%

10:06 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: MeDroogies who wrote (7697)	6/29/1998 11:15:00 AM
From: lml	Read Replies (1) of 19080

MeDroogies: I think there are quite a few issues one can point to to explain ORCL's less than impressive price performance over the past few months, application revenues as one of them. If anything can be drawn from all the analysis of ORCL in this period of "no growth" is that the vision of the Company appears at present a bit unclear. Where's the focus? Today its apps; 6 mos. ago it was NCA; before that it was Oracle 8; & let's not forget about datawarehousing. How do all these areas fit into a single corporate strategy? I think ORCL needs to fine tune their strategy to the market. There's too much uncertainty as to what this company will be in a few years (other than a database company) & how it will be positioned to exploit future growth areas (other than database). Nothwithstanding the above, one can make a relatively strong argument that ORCL is a bit oversold. But right now what's driving this market higher is just a handful of favored stocks, not a broad-based rise in stock values. Only when the market's breadth widens will investors focus on "oversold" issues. Right now focus seems to be on the "overbought" issues, Yahoo, to name a prime example.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next