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

To: Greg Jung who wrote (12763)	12/14/1999 10:12:00 PM
From: lml	Read Replies (2) \| Respond to of 19080

Greg: ORCL is a growth stock. How would you value the company? What's confusing to you behind your "flame shield" is the more recently weighting applied to strictly revenues & not the more balanced earnings picture when it comes to "the dot-coms," a valuation approach Larry E. has been trying to obtain for ORCL stock in light of the growth seen by SUNW, CSCO & until of late, IBM. IMHO, sooner or later, as the business of doing business on the Internet matures to a more predictable level of growth reflective a more viable long-term economic model, stock valuations will return to the earnings side. But for now much attention is focused on revenues, particularly for companies which have no earnings. When this event happens, it is also MHO that ORCL will benefit since investors will look to Internet-based companies that have a proven history of earnings. Many dot-coms today do not. Now if you don't like the "perfume smell" of ORCL, its your loss. You are "free" to take whatever philosophical position you wish on the stock, but your are NOT FREE to take a financial one. Betting against this stock will cost you dearly. And Jeff, if you want to "be realistic," what I'm telling you is a dose of reality. The record speaks for itself. I've been in this baby since '90 & there is IMHO no reason to sell, even at current valuations. It all depends upon your time horizon. Long term the only direction for ORCL is up. Not many will argue otherwise. Truthtellers be strong!????? Then why would you put up your "flame shield." Your words are as simple as your conclusions. Good luck; it appears you need it.