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

To: WTSherman who wrote (14897)	11/20/2000 5:03:32 PM
From: alydar	Read Replies (1) \| Respond to of 19080

<<Earnings last quarter were .08 and were the highest in the company's history.>> Good point whether you want to realize "other income" in a valuation model. I keep on hearing that MSFT is a value play but at the same time they have substantial "other income". Also, the first quarter is the slowest for ORCL. I expect to see revenue and EPS expaction in the upcoming quarter. Mark Javis is quoted as saying that ORCL could save almost 1.5 billion in the sales, marketing and customer service area. Expect ORCL to come close to hit 40% margins over time. That combined withe revenue expansion will produce fantastic results. I firmly believe that ORCL will lead the world in supplying the internet with database, application server software and applications. If you believe the above, can you tell us what you think is a good entry point. Bob.