Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 169.01

-2.2%

3:59 PM EST

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To: John F. Dowd who wrote (8504)	10/6/1998 11:43:00 AM
From: Reginald Middleton	Read Replies (2) of 19080

You have a valid point John. Orcl's reinvestment rate has dropped, they sold over 800 milliion dollars in assets this past quarter (my bet is that they wanted to artificially boost earnings since most investors don't know better than to avoid earnings analysis) and thier currency translation is starting to turn against them more aggressively. MSFT an dIBM are aggressive competitors and I feel that it is anathema (in terms of market value) to mention a problem from MSFT, which is why it wasn't mentioned in this latest warning. RCM rcmfinancial.com

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