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


To: Bipin Prasad who wrote (11837)9/15/1999 8:52:00 AM
From: alydar  Read Replies (3) | Respond to of 19080
 
Recap of ML analysis:

1. Titled: "dejavu"
2. Expect selloff this morning.
3. Suggest investors buy on dip.
4. Revenue impacted by decrease in ERP sales which is effecting the co.'s business model.
5. Maintain buy/buy on stock with price target of $55 per share in 12 months. This is with no earnings suprises.
6. Expected ORCL to pick up steam with the proliferation of the internet becoming more mainstream.
7. Revenue light but EPS inline.
8. etc.

IMO, the report was positive but analyst's are really frustrated by co.'s inability to report explosive earnings. They are seeing more and more databases and CRM products being used by co'.s. ERP really hurt co.



To: Bipin Prasad who wrote (11837)9/15/1999 10:06:00 AM
From: Richard Habib  Respond to of 19080
 
Bipin, your welcome. Rich