SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: grogger who wrote (12140)9/30/1999 1:29:00 PM
From: Bipin Prasad  Respond to of 19080
 
Dell is in commodity business with JIT model.
It'll do ok for this xmas season. Then it's
strongest selling season will be over and it
has to deal with lower margin from Taiwan's
quake and slightly higher inventory in Jan
from y2k.

On the other hand, ORCL is entering stong to
stongest seasons for the next 3 qrs. On top
of that, we'll see y2k relief rally.

Don't see why funds won't drool on ORCL now. (^_^)

later,

InSook


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News