Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: Mozingo who wrote (11410)	7/30/1999 5:22:00 AM
From: Kevin Yang	Respond to of 19080

IMHO, We needn't get too concerned over the NC. Oracle is in a much stronger position than it was a year or two ago. As a Internet infrastructure player, it's database sale is fueled by the net explosion. In the business software arena, Oracle's applications are giving SAP a hard time. With the announcement of Oracle Exchange and other Business Online initiatives, Oracle is getting into the red hot Internet business directly. Oracle is strongly positioned in all three fronts. The NC thingy may simply be a tiny part of the Oracle story. I'd also give Larry the benefit of the doubt on the NC. IMHO, the proliferation of palm top devices points to the fact that people do not necessary want a full fledge Windowed PC. Personally, the only software I use at home is the browser. Regards, K. ORCL stock price will double in 12 months! :)