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

To: Sarkie who wrote (13798)	5/2/2000 7:24:00 AM
From: Bipin Prasad	Respond to of 19080

I don't know the detailed information, but it looks like that Merl. believes OPG will go up much higher near future. later, InSook

To: Sarkie who wrote (13798)	5/2/2000 7:27:00 AM
From: Bipin Prasad	Read Replies (1) \| Respond to of 19080

From Fortune; They put ORCL as #1 b2b player. fortune.com The B2B Boom Playing the Internet's Next Gold Rush Panning for gold may be a sucker's game. But you can still make money on B2B. bet on the companies that sell the pans. By Nelson D. Schwartz ...... Our first pick, Oracle, is known both for its utter dominance of the database-software market and for the exploits of its yacht-racing, samurai-emulating, much-married CEO, Larry Ellison. But while the latter's flamboyance may generate headlines and megabytes of Valley cocktail-party chatter, the heart of this firm isn't Ellison. It's the products that regulate the lifeblood of e-business: data, data, and more data. Oracle's software lets buyers and sellers record the details of every transaction, while also allowing users to shape and extract specific information within these sprawling databases. Each B2B deal, for example, leaves a long trail of digital fingerprints, and everyone, from outside accountants to in-house inventory experts, needs access to some of that data. It's a critical niche in the Internet Age--Oracle's technology, for example, is used in all of the top ten B2C sites, and in nine of the top ten B2B commerce sites. And now, says analyst Melissa Eisenstat of CIBC World Markets, the company is using its strength in databases and its relationships with Fortune 500 giants to gain access to the broader e-biz market. Oracle, which already offers a broad suite of e-commerce software, is quickly becoming a one-stop shop. These trends have set the stage for its explosive growth. Profits in 2000 are expected to jump more than 50% from 1999 levels. What's more, the company is in the midst of an aggressive effort to boost its own profit margins, from an already fat 30% to 40% over the next few years, by drinking the same B2B elixir it's selling to customers. Strong sales growth and widening margins, naturally, spell out the potential for upside earnings surprises--a factor that should help investors see past Oracle's forbidding estimated 2001 P/E of 84. Eisenstat, who believes the software maker could hit $96 over the next year, sums up what seems to be an emerging consensus on the Street: "If you want to invest in B2B, you've got to have Oracle in your portfolio." ...... later, InSook