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

To: richard davis who wrote (12919)	12/22/1999 3:34:00 PM
From: MeDroogies	Respond to of 19080

It will hit 150 in Jan. That's when I plan to take some profits.

To: richard davis who wrote (12919)	12/22/1999 3:51:00 PM
From: Paul van Wijk	Read Replies (2) \| Respond to of 19080

don't know if it will continue... Don't ask me to time the market. Sooner or later Oracle and/or the rest of the B2B-stuff will take a breather. What I do know is that it is almost impossible to lose money on Oracle if you have patience. They are so extremely well positioned from B2B that it is almost beyond imagination. I have never, ever been more bullish on a stock as Oracle. And for your information, Warren Buffet learned that it is better 'not to lose' than 'win as much as possible'. Since then I buy stocks with little downside risk. Oracle has, although the stock has run up 300% this year, very little downside. Last argument, MSFT has a 500 billion market-cap, Oracle just passed the 100 billion dollar mark. Oracle has more employees (40 k vs 30 k), a much better future and because they're #1 in databases, CRM, ERP etc sort of a monopoly. Microsoft had a monopoly but missed the internet-train. So....the stock has a lot of upside left. You ain't see nothing yet. Again, don't ask me to time the market. Any- thing can happen short-term. But a drop will be temporary unless the whole stock-market crashes. Paul

To: richard davis who wrote (12919)	12/22/1999 3:56:00 PM
From: Michael Olin	Respond to of 19080

Oracle has a market cap of $150 billion (give or take a few million), its 48% ownership of Liberate is worth (today) about $5 billion (again, round numbers). I don't have enough browser windows open to look at all the numbers at once, but if you look at the value of Oracle's position in Liberate at the start of December (let's be generous and say $2.5 billion) and compare it to Oracle's market cap at the time (and I'm guesstimating here) in the neighborhood of $100 billion, would you attribute an increase in Oracle's market cap from $100 to $150 billion to the increase in the value of its investment in Liberate from $2.5 to $5 billion? Liberate is a drop in the bucket to Oracle, dollar-wise. Oracle's shares are not moving because of the run-up in Liberate. -Michael P.S. If someone is interested enough to figure out ACCURATE numbers, I'm sure the relative increases are just as impressive when the REAL numbers are used!

To: richard davis who wrote (12919)	12/22/1999 4:51:00 PM
From: Bipin Prasad	Read Replies (1) \| Respond to of 19080

from briefing.com; This is the first time briefing is actually kind to ORCL, if I'm not mistaken in years. Oracle (ORCL) 103 1/4 +5 9/16: We wouldn't have guessed as recently as a year ago that we would be calling Oracle (ORCL) the old guard, but in the B2B world, there are the newcomers -- Ariba (ARBA), Commerce One (CMRC), etc -- and the Oracles. The experience thus far in the Internet world is that the new guard beats the old guard -- think of Amazon.com vs Barnes & Noble, or eToys vs Toys R Us, or Yahoo vs NBC/CBS/ABC, even AOL vs Microsoft in the ISP business. The pure Internet plays have beaten the old guard every time. In B2B, the rules are different, and Oracle understands that. The first evidence came with Oracle's deal with Ford (F) to create an online marketplace. Now the Wall Street Journal is reporting that Oracle is working on a similar deal with Boeing (BA) to establish an online marketplace for aircraft parts. Commerce One and Ariba have been seeing success in creating marketplaces as well, but they will not own this business. The lesson here is that B2B is different. If you consider the examples we just noted of Internet pure plays beating old-line tech, media, and retail companies, the target market in each case is the consumer. And in all things consumer, a pure Internet brand name and first-mover advantage have won the day. Not so in B2B. For businesses setting up marketplaces, a trusted name is often more important than an Internet brand. This market is not about searching the Net, or buying books, or making a connection to the Internet. This market is about setting up multi-billion dollar marketplaces that will be an integral part of business operations. Oracle is a trusted name for Global 2000 companies, and Oracle is moving aggressively to translate its strong database brand into a strong B2B marketplace brand. The company has wisely, in our view, focussed on big-name projects such as Ford and Boeing that will quickly establish its credentials as a leading B2B marketplace leader. There are two conclusions to draw -- one is that Oracle's future is bright, as a huge new market potential is now visible. The other is that you cannot value the pure B2B players on the assumption that they will own the B2B market -- they will share it with those in the old guard such as Oracle who aggressively pursue it. - GJ InSook Prasad