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To: Robert Rose who wrote (84747)11/21/1999 1:53:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
Totally agree. However, in every space the market demands a leader - to provide the infrastructure, and Oracle lost that title when msft started chipping away. So, I think a near term double there myself... although I believe Henley is the most overrated CFO in the biz and borders on total incompetance. Larry deserves credit for being another Steve Jobs, a real vision guy, but just like with Steve these guys can't get any managers under them to really execute - since nobody wants to put up with them. Delbert Yocum would be a great Oracle president imo. Lane is supposed to be good, but he has NO vision, and obviously can't deal with Larry... what a mess.

BTW did you know Liberate tech (in the old circle star theatre) is an Oracle spinoff of sorts? I'm impressed with that.



To: Robert Rose who wrote (84747)11/22/1999 12:51:00 PM
From: Olu Emuleomo  Read Replies (1) | Respond to of 164684
 
>>>However, orcl reminds me of aapl. Not really A list. More like A-.<<<

ORCL is headed for a *nasty* correction....it may actually be wise to start pricing poots.

--Olu E.