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

To: playloose who wrote (11692)	9/11/1999 11:05:00 PM
From: Paul van Wijk	Read Replies (1) \| Respond to of 19079

Business to Business software,you ain't seen nothing yet! You are totally on target! I don't now if you are familiar with the product-life cycle theory. When we consider E-Com- merce as "a product" we can use this theory to predict what's going to happen. We just finished the early-adaptor-phase. Now it is time for the rapid growth-phase. That means that we will see an explosion the next few years. There is one very simple explanation why every company will (and have) to invest. Internet-technology changes the competitive balance between companies dramatically. That's all. But it is enough to force almost every company to invest big, very big in e-commerce. Because the future of every company is at stake. Like Michael Dell said; you have to be very agressive. It is killed or be killed. As simple as that. So to everyone who is long, do yourself a favor and stay long. Oracle will exploded the next few years. Simply because they are absolutely in the driver-seat. I heard a few members bought puts on Oracle. Don't. No matter how high Oracle's PE will rise, they are worth it. Paul