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

To: lml who wrote (11961)	9/17/1999 3:04:00 AM
From: Paul van Wijk	Read Replies (1) \| Respond to of 19079

lml. Totally agree with you. It opened my eyes also this week. Was too much looking at B-2-C. In Europe B-2-C is a bit difficlut because we pay per tick to be online, we have a smaller customer-base (different languages) and we don't have a credit-card culture. In b-2-b the above problems don't count. Second, maybe the people starts to understand why the software applications are so important for Oracle. Third, CRM, SCM, ERP, Procurement Software etc. als needs solid, stable, scalable, fast and reliable databases. And of course reliable hardware. Tandem, Digital, Compaq!!! BTW Goldman & Sachs are not the only who woke up. Market research firm IDC predicts that B2B e-commerce will rocket over the next five years to $1.38 trillion from $30 million last year. "Everyone hears about eBay's exploding stock price, but the corporate market has far more potential than the customer market," says Hambrecht & Quist (NYSE: HQ) analyst Ian Morton. Another links; fnews.yahoo.com Bottomline; B-2-B 10 times B-2-C, Oracle well positioned. Question; How does MSFT fits in this picture? Answer; it don't! Paul

To: lml who wrote (11961)	9/20/1999 3:49:00 PM
From: Paul van Wijk	Respond to of 19079

lml, About BEAS. Well I've looked it over. It don't look bad at all, but it doesn't fit a few rules I use when I trade. 0. NO EMOTIONS! (no comment) 1. Not losing is more important than winning as much as possible (No options, no quick bucks on a stock with only good momentum) 2. I'm an investor, not a (day)-trader.(Like to sleep well at night, and don't want to look like James Cramer in a few years) 3. Only companies that are one of the top-2/3 in their sector. (liquidity, brand and large customer-base. Enough fat or market-cap to make a turn-around, see Compaq). 4. I prefer buying on "the dip"(Compaq, less downside poten- tial) 5. Sell when fundamentals change(AOL, free internet services providers in Europe. Announcement 2 months ago. 2/3 of their revenue is based on subsriber-fee) 6. Poised to profit from B2B/E-Commerce. (tremendous market, easy money because it is a very, very long wave from decentralization to centralization, with the big players poised to win. And only a few new kids on the block. Which of the newcomers will survive. I have no idea!) 7. Only companies I can understand (If I don't understand a company all the press-releases and upgrades and downgrades, or earnings that are in line with the estimates(Oracle!!!) makes me nervous. If I do understand I can skip the bullshit-articles. Believe me, a lot of analists write a lot nonsense. Day in, day out. And very well paid also. They are (sometimes) good to ex- plain why a stock rallied or tanked after it exploded or tanked.) 8. Good management; clear vision, but also "execution". (Learn that rule on this thread) 9. No one-product companies (Citrix 2 years ago, first sky high, than a deep bottom (negotiations with MSFT) and again sky high(won the negotiations with MSFT. But what if they lost?) 10. Predictable, stable and visible earnings-growth (I always check history on before I step into a stock at wsrn.com Again, not saying BEAS is a bad stock. But hope you'll now understand why. With regards, Paul