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


To: Lizzie Tudor who wrote (12067)9/22/1999 3:41:00 PM
From: lml  Read Replies (1) | Respond to of 19079
 
Hi Michelle:

Re: Wouldn't you rather invest in a paranoid company vs. an arrogant one?

I don't think either characteristic is material to an investment decision. The adjectives you cite refer to attitude, not performance.

A company can be paranoid & still "miss the boat." OTOH, a company can be arrogant, & use that attitude sniff out new opportunities yet still keep a lid on the competition.

I wouldn't misplace arrogance for short-sightedness, nor would I necessarily conclude that paranoia and arrogance are mutually exclusive. The latter appears to be more discernible to the marketplace, while the former may be a necessary latent trait necessary for survival, as Andy Grove as postulated.



To: Lizzie Tudor who wrote (12067)9/22/1999 6:06:00 PM
From: Judith Feder  Read Replies (3) | Respond to of 19079
 
"Well, fwiw I don't consider the HP deal to be about CRM software alone..."

I actually agree with you, although I'm not sure what the rest of the picture is yet. They did, however, also announce a "strategic e-services" alliance in August, which makes Oracle 8i THE database platform for HP's e-speak. In fact, I'm almost surprised I haven't picked up on any rumors that HP and Oracle are considering some sort of closer relationship....