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


To: Richard Habib who wrote (12712)12/14/1999 3:37:00 PM
From: John Wright  Read Replies (2) | Respond to of 19080
 
I agree a P/E of 90 would seem pretty steep. However maybe not in the context of some of the Internet IPO's and mania we've seen in the last 9 months??!!

Your Y2K comments were interesting. Any other thoughts,comments, opinions out there?

John




To: Richard Habib who wrote (12712)12/14/1999 4:11:00 PM
From: Steve Fancy  Read Replies (2) | Respond to of 19080
 
FWIW, I like the stock, but sold at 62.5. Picked up a bunch of 75 puts today as in this market, I figure the stock could go to 65 on a good report. I picked them up as an overnight general tech hedge. Hope for the longs sake she goes through the roof.

Good luck all.

sf



To: Richard Habib who wrote (12712)12/14/1999 6:17:00 PM
From: Paul van Wijk  Read Replies (1) | Respond to of 19080
 
Kind of curious why no one feels ORCL will sell off quite some tomorrow.

Do your homework first, newbee! BTW Ever heard of the internet,
E-Commerce, CRM, Oracle 8i, network-computing and so on.

About Europe; Cap Gemini (European company of the year) finally
started investing in E-Business. First thing they did was teaming
up with Oracle. They have a special unit called Oracle Delta
Force. It's supported by one of the members of the board. He
joins every meeting stating over and over how important ODF
is for the future of Cap Gemini.

Paul
Paul