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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Sig who wrote (142306)	9/18/1999 12:10:00 AM
From: Boplicity	Respond to of 176387

I do own INTC I forgot that one. PHCM I did I'm now watching it. G

To: Sig who wrote (142306)	9/18/1999 5:35:00 AM
From: Paul van Wijk	Read Replies (2) \| Respond to of 176387

>> Either Qcom or Dell is No. 1. Do not rule out Oracle, Sap en US Web. I know you have the time to do your own research. To help you a little. Report: E-biz worth $1.5 trillion by 2004 Goldman, Sachs & Co. paints a bullish picture of the future of online business -- predicts Oracle and SAP will be big winners. zdnet.com Personally I expect that Oracle will be like Dell the last decade. It is almost scary how well positioned they are. The clue is that in the web-economy the database will be what the OS was in the PC-era. And Oracle has an absolute mono- poly on that one. And they stopped all Client/server developments 3 years ago and made all their product "web-enabled". They also started focus on applications build around the data- base. Enterprise Relation Planning, Supply Chain Management, Customer Relations Management, Purchase software. Oracle is well positioned (top 3) in ALL these areas. It is not a coincidence that Oracle outperforms Microsoft in the last few quarters. There is something going on, and Wall- street starts understanding that. Anyhow, wish you all the best and happy trading Paul