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

To: General Crude who wrote (11609)	9/8/1999 1:24:00 AM
From: faqsnlojiks	Read Replies (2) \| Respond to of 19080

Things have changed since "several years ago"...this stock won't be bought out. LE, not to mention the huge market cap, won't allow it. Oracle is a monster. Were you here last time earnings came around? If I remember correctly (and I think I do), this stock jumped 30% on the positive earnings announcement. Big moves (both ways) is not something new for this stock. (comparing this company to CPWR or Mobil is rediculous) -Joe

To: General Crude who wrote (11609)	9/8/1999 1:35:00 AM
From: Paul van Wijk	Read Replies (1) \| Respond to of 19080

General Crude, I'm long on Oracle for a very long time. Your analysis are way of target. You absolutely don't "understand" Oracle or E-Commerce. I'm not trying to be cynical. Paul

To: General Crude who wrote (11609)	9/8/1999 1:48:00 AM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19080

I'd agree that ORCL isn't too big to be bought, but I can't imagine why anyone would do it. First, can anyone point to a case where buying a software company actually worked? I can't think of a case offhand, and I can think of lots of cases where it was a disaster. IBM has a database, and they make a lot of money on it, so what would they want with another one that was incompatible? These takeover rumors belong on the IFMX thread, where lots of stockholders have lost hope that the company can thrive and want someone to buy them out... As to why the stock would move like this, I think that there is a simple explanation. Almost everyone thinks that ORCL is singularly well positioned for the long term (long term for a software company, at least) and the thing that is holding the stock price down are worries about execution. Every good quarter relieves those worries a bit and the stock goes up. If people really were relaxed about ORCL being able to execute on their plan, I think that this stock would be in the 70's (not that I think that it would make sense, but I've given up trying to price anything that is internet related). I just wish I could get plugged in enough to get better rumors. I have no idea what the last quarter really looked like, but I guess it must be okay. I do believe that if ORCL can realize their plans, the company could double it's price within 4 years and maintain that rate of growth even beyond.

To: General Crude who wrote (11609)	9/8/1999 4:53:00 AM
From: lml	Read Replies (2) \| Respond to of 19080

General: ORCL is not a takeover target. Your reasoning for the recent uptrend is way off. The recent run-up may be attributed to positive sentiments by analysts, who previously have been concerned about the strength of ORCL's numbers next week given that Q1 is traditionally ORCL's weakest Q on a seasonal basis. The only takeover about to take place here is ORCL taking over MSFT as the #1 software company as realization sets in that the database is the center of Internet computing. We can all thank Larry Ellison for capturing this vision long before the other brain trusts in Silicon Valley did. IMHO, what we are now witnessing is another step in the translation of that vision toward the bottom line -- where even the most myopic, the analyst, can appreciate this vision with conviction -- projected earnings.