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

To: JackC2 who wrote (14360)	9/14/2000 12:13:09 PM
From: Bipin Prasad	Respond to of 19079

Knowing LE's ego size, you might very well be very close. One fine bottle is waiting in wine cooler for pleasant # tonight! ............................................................... Got this from RB, Summary of MSDW's Report We think the database industry is showing strength across the board and ORCL should benefit from the uplift. As companies eCommerce-enable their applications, they are upgrading their licenses for outside-the-firewall access. Moreover, the strength in eBusiness and eCRM applications is dragging along database servers to support those applications. We'd look for 20%+ growth in this area. The applications business sounds solid in the US given the release of ORCL E-business Suite 11i. This release is the broadest release ever for an ORCL application set which now spans CRM, Supply Chain Management, ERP, eCommerce, Marketplaces, and Business Intelligence. We think operating margins showed another significant expansion Y/Y. Flat-to-down headcount and a mix shift away from consulting are both boosting profitability. We upgrade ORCL from an Outperform to a Strong Buy rating and set a 12-month price target of $125. later, InSook Prasad