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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: KY who wrote (760)3/15/1999 1:58:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
KY, as a long term orcl stock holder who finally sold out last year, I've shared your frustration. I seems like Larry, unlike Michael Dell or Bill Gates, has de-coupled himself from the business, and spends most of his time yachting, berating Mr. Softee, or coming up with some new idea that will kill the PC. I think he should get back to work in his area of expertise, or fire himself.

As far as orcl's rank in the Gorilla Game, I think they are a Gorilla in a niche sector, but may be undergoing demotion to Chimp. Even if this doesn't happen, they don't appear to be a safe investment for the next 12 months. I'm sure Mike Buckley will have some interesting comments about Oracle.

Frank
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