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Technology Stocks : Oracle Corporation (ORCL)

ORCL 221.64

+0.5%

Dec 9 3:59 PM EST

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To: Hardly B. Solipsist who wrote (8290)	9/11/1998 11:59:00 AM
From: paul	Read Replies (1) of 19080

Michelle - youve claimed in various posts that Oracle license revenue was 10%, 13% or 19% - which one is it? - but you never fail to say that it was "Horrible". I dont think the market thinks it was bad at all - the days of 40-50% growth in rdbms licenses arent going to come back any time soon - but double digit growth off of a big base is pretty good in a difficult enterprise computer marketplace with foreign concerns as well as the y2k spectre. Application Servers may be the next big thing for Oracle as well as services, consulting etc. its no longer entirely accurate to peg future services revenue off strictly datbase or apps business. This isnt an Oracle Purity test but as you say from the MANU thread... "Msft looks better to me fundamentally now than ever before in its history. Im very excited about Sql server 7 and NT. Oracle is toast. "

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