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

To: Hardly B. Solipsist who wrote (14129)	7/3/2000 1:44:48 PM
From: Marq Spencer	Read Replies (1) \| Respond to of 19080

>>I don't think that Lane's departure is that big a deal, but if you are expecting 20% growth, then 60 might not be a bad guess. However, I think that you will find the next couple of earnings reports quite painful... << The street has been projecting revenue growth of 15-17%. The unwritten expectations for revenue growth are in the 20% range. I'm also taking into account the overall market atmosphere, which I believe will continue to turn negative over the next 60 days. I also believe that Ray Lane was the reason that many on Wall St. felt comfortable with Oracle. They all think that Larry is a loose cannon and that Ray could keep the company on track while Larry did the vision thing. Gary Bloom is also a marketing guy. Jeff Henley is the finance guy. They need an operational person - someone who can run a $10B company and grow it to $20B. Until they find someone, ORCL will be under pressure. We shall see. - Marq.