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Technology Stocks : Oracle Corporation (ORCL)
ORCL 164.12-5.0%12:52 PM EST

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To: SouthFloridaGuy who wrote (8530)10/5/1998 2:58:00 PM
From: Lizzie Tudor  Read Replies (1) of 19080
 
What is is about this situation that you are unable to understand. My point is that Oracle is in the same boat as any other enterprise software company. In bad shape yes. In no worse shape however... and possibly better off than the ERPs now which are still lofty in terms of valuations. You are the typical short that comes in and yells "FIRE" in a crowded theatre with no reason or logic to back up your claims. In addition you seem to be arguing with me when we are obviously on this same side - we both think Orcl is not going up. At least I try to comment on the reasons I am bearish and the relative position of Orcl vs. the ERPs and other enterprise sw.

Michelle
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