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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Joe Smith who wrote (15686)	11/24/1999 4:39:00 PM
From: bob	Respond to of 57584

<<Based on 41,779,552 shares outstanding on August 31, 1999, Oracle beneficially owns approximately 47% of our outstanding capital stock.>> Message 11891113 That's one reason I'm bullish on ORCL.

To: Joe Smith who wrote (15686)	11/24/1999 5:59:00 PM
From: Rande Is	Read Replies (3) \| Respond to of 57584

Joe, A.T. & T. skipped over the current Old-fashioned text-based Internet and has moved straight into developing the networks, pipes, hardware, ISPs and content development for the Next-Generation Internet. . .which will include full-motion video and real-time audio. My guess is that DIS has mostly ignored the current internet for the very same reasons. So long term, I would think they are jockeying for just the right position to be an important contender for eyeballs. They certainly have not been sitting on their hands. . .and if they are not developing content for the current internet, then it only makes sense that they are just waiting for technology to catch up to them. So long-term, I'd say you are right. . .Disney owns ABC, ESPN and a whole mess of great movies. . and a nice joint-venture with Infoseek. . .rest assured they have big plans! Now if they could just find a buyer for Euro-Disney. Tammy Faye perhaps? Rande Is