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


To: Richard Habib who wrote (11878)9/15/1999 3:24:00 PM
From: Andy M.  Read Replies (1) | Respond to of 19079
 
Real surprised at ORCL's resilience today. Reminds me a little bit of INTC after their last earnings announcement, which was disappointing. Since then, INTC has climbed steadily and maybe ORCL won't do so bad either. Somebody must be very optimistic about the big picture in tech to give out these multiples for really pretty unexciting growth rates (for both ORCL and INTC).

Andy



To: Richard Habib who wrote (11878)9/15/1999 3:40:00 PM
From: Edwarda  Read Replies (1) | Respond to of 19079
 
In this case, I believe Ray. There is also the pattern that we have seen in the past, where after a blowout quarter, it can take the sales force a quarter to gear up again; they seem to sag a bit.



To: Richard Habib who wrote (11878)9/15/1999 4:35:00 PM
From: Bipin Prasad  Read Replies (1) | Respond to of 19079
 
I thought Ray said reorg in EU is not completed as yet. So it looks like it's half empty or half full kind situation.

later,

InSook Prasad