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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (27799)	7/13/2000 9:46:03 AM
From: Jacob Snyder	Read Replies (1) \| Respond to of 54805

SAP-ORCL gorilla fight: This has been ongoing. Earlier this year, the Street decided that Oracle was going to win, and priced the stocks accordingly. I'm not so sure. SAP has tremendous engineering strengths, and installed base. They have lousy marketing and PR. ORCL talks loudly, but do they carry a big stick? Disclosure: I currently hold neither, as I sold my SAP LEAPs when the stock was 50. Looking to get back into SAP when and if it hits 40. ORCL way to expensive for me, they are priced for perfection, like QCOM was in January.