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Technology Stocks : Oracle Corporation (ORCL)

ORCL 197.52

-0.6%

10:15 AM EST

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To: Pami who wrote (10432)	4/9/1999 10:01:00 AM
From: Michael Olin	Read Replies (2) of 19080

I guess that fund managers can be just as brain dead as the analysts some times. Oracle is one of the old tried and true companies that happens to be sitting on a mountain of web-centered software solutions. Oracle's database server software powers something like 70% of the largest e-commerce sites on the web. The latest release of their ERP software is web based. Their application development tools can be used (and are being used, I have several web-based systems in production) to build web-centered applications. They have just released WebDB which allows you to build and deploy applications using only a browser. They support Java in the database server proper. How more web-centered can you get? Check out Oracle's web site (hhtp://www.oracle.com) as you do your DD. You will see Web-Web-Web and Java-Java-Java all over the place. Then again, maybe a solid company like Oracle just doesn't fit in to the portfolio of a Mid-Cap and Small-Cap fund manager. Why look at a solid company with a proven track record and billions in revenue when there are so many promising web-centered startups with business plans that don't even discuss the notion of profits <ggg>? What exactly in Amy Selner's background and experience leads to to believe that she knows any more about Oracle's product line than you do? I think it's a safe bet that there are many people who post regularly on this thread that have forgotten more about software than all of the aggregated knowledge of analysts and fund managers combined. I don't claim to know anything about what drives the price of a stock in this market, but I do know something about software and I know quite a bit about Oracle. I also know when a quote for publication such as the old tried and true companies (no names mentioned) are being eclipsed by newer companies with web-centered software solutions is carefully crafted to be 100% correct no matter how you read it and really says nothing of substance. -Michael

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