Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Exacctnt who wrote (42833)	4/21/2000 2:30:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

See how Oracle spun its earnings with 14% revenue growth to 2.4B from 2.1 Billion, prior year. MSFT had 24% revenue growth with rev. deferral and 31% if added back. Jacob, Sonki, Captain, INTCfan, Brian, t2, JH: I think it is all how you spin it. ==== Database Sales Up 32%, Applications Sales Up 35% Operating Income Up 89%, Net Income Up 160% As Oracle becomes the Software Standard for Internet e-Business. REDWOOD SHORES, Calif., March 14 /PRNewswire/ -- [http://www.oracle.com/tellmemore/?142674] Today, Oracle Corporation (Nasdaq: ORCL - news) announced that in its fiscal third quarter (Q3) adjusted net income increased 80% to $498 million, or $0.17 per share, while revenue grew to $2.4 billion. This compares to $2.1 billion in revenue, $277 million in adjusted net income, and $0.09 per share in Q3 last year. Total net income, which includes $432 million of investment gains, increased to $763 million, or $0.25 per share for the quarter. The investment gains came from the sale of 11% of Oracle's holdings in Liberate Technologies -- Oracle's first network computer company spin-off. In Q3 last year, total net income was $293 million, or $0.10 per share. Database software sales increased 32% to $778 million. Total applications software sales increased 35%, to $199 million, with sales of CRM applications growing at a 179% rate. Consulting, education and support revenues grew 10% to $1.4 billion. ``Oracle's database and e-Business applications have become the software standard for the Internet,' said Oracle CEO, Larry Ellison. ``All 10 of the world's biggest web sites use Oracle. 93% of the public dot com companies use Oracle. Now the leading companies in traditional industries -- Chevron, Ford, General Motors, Carrefour and Sears -- are choosing Oracle to move them to the Internet. The faster the Internet grows -- the faster we grow.'

To: Exacctnt who wrote (42833)	4/21/2000 2:50:00 PM
From: Technician	Respond to of 74651

The outcome of the remedy or the appeal in Micorsoft's case is irrelevant. What is more important is to note that Micorsoft effectively killed its competition in earlier years but from Netscape onwards it has failed to do so, add to this the new competition in the NT marketplace, Sun's dominance in the mission critical server space, Java becoming the standard for web application development, Micsosoft'e failure to take a leading market share in the hand held computing devices and that says it all. Micorsoft is now a conglomerate of WebTV like ventures and an investment company, it's only a player in the server, internet and had held markets and likely to be an also ran sort of a player, so how do you analyze Microsoft? Superimpose SUNW and ORCL 5-Yr stock chart over MSFT and also see that Netscape, Apple and even Novell are seemingly alive and kicking and seem to have great future prospects in the tech sector. Still want to be a MSFT groupie because Bill has deep pockets and you believe in his investment and acquisition potential? suit yourself. I look at Microsft as a retired company whose cash on hand and investment will allow it a slow death.

To: Exacctnt who wrote (42833)	4/21/2000 6:39:00 PM
From: Charles Tutt	Read Replies (3) \| Respond to of 74651

I can understand your desire to spread the pain, and perhaps all the PC-specific companies WILL suffer, but I think you go too far when you try to project MSFT's problems onto CSCO, SUNW, EMC, etc. Of those you mention, I only listened to the conference call by Sun. They see continuing good growth, and as I recall reported a rising backlog and a good start to the current quarter. That's a lot different from the flat projection I understand Microsoft gave. I suspect the conference calls by CSCO, EMC and others involved in Internet buildout were also upbeat. BTW, does Microsoft even HAVE a backlog? JMHO.