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

To: Lizzie Tudor who wrote (11999)	9/18/1999 6:03:00 PM
From: Sarkie	Read Replies (1) \| Respond to of 19079

lets just hope the economy holds up! I have no doubt that it will.

To: Lizzie Tudor who wrote (11999)	9/19/1999 3:36:00 AM
From: Paul van Wijk	Read Replies (1) \| Respond to of 19079

if you really believe in b2b then why so conservative? Warren Buffet learned me that it is a better idea to focus on "limit the losses" instead of "winning as much as possible". As long as you stay in the game "time is on your side". Since then I trade on fundamentals, pick top3-companys, do a risk-reward-analysis, no one-product start-ups, no option-plays etc. And I hold until there is a fundamental change. I'm doing much, much better since then. great companies but do you feel they will directly benefit from internet enabled software (b2b)? B2B is not about software, it is about reshaping and resdesign our business-society worldwide. And redesigning the overall-architecture. From decentralization (thanks to the PC) to centralization (thanks to the net, remember, the network is the computer). Software is just a small, but important, piece of the cake. Anyway just thinking out loud but since you know software anyway why not take a large stake.. I was in MANU, remember. Sold 2 days before the IBM-takeover was canceled (thanks to your background-info). It is just one of the examples why it is better to pick top-3 companies. Compaq is hammered last year, but they have a deep pocket and will turn-around sooner or later. If it was not a top-3 company it would probably have been bankrupt. CAWS was my first stock I bought on the Nasdaq. I lost 75% in 3 months, they are now gone. Lots of money, but it was worth it. Learned a lot from that mistake. And had the luck to step in Dell from the remaining money (no kidding). Bottomline; the Goldman&Sachs-report actually tells Wallstreet that Internet is not a niche anymore, it is mainstream for the next decade. That is why I'm quiet sure that there will a lot of easy money to earn in the "oldies" with the right strategy. I said it before, very soon Wallstreet will judge every comapny by it's e-business strategy. Both the dot.coms but also so the oldies (in or outside the techworld). Both the companies that have a (good) strategy, and those who don't. Last category will look for new bottoms (and stay there for a while. If they survive anyhow.) My top10 is not an ego-thing. But hope to get some responses to sharpen the list. ASPN, Qulacomm is at least are on my radar-screen but have to know more to "understand" it. I'm not a network-specialist (but have friends who are). In the sofware-sector it's 1. Oracle 2. Sap (large worldwide customer-base, solid, good services and invested big in inter- nettechnologie last 2 years) 3.?? Siebel is a stock I wish I had bought 1/2 year ago when someone tipped it. But I didn't. At this moment it is too high for me, to much a "one-product"-company (not bashing it but as far as I know the stock I only relate it to CRM). But is sure not is a bad stock or company. One thing I know for sure; Oracle will stay #1 on my list for a very, very long time. With regards, Paul