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

To: Bipin Prasad who wrote (15032)	12/6/2000 8:08:08 PM
From: lml	Read Replies (3) \| Respond to of 19080

Bipin: Then I presume your point is why does ORCL get slammed when two executives leave, but when two executives leave GE nothing much of note happens to the stock. In short, its all spin; its PR, but it does have something with the way The Street perceives Mr. Ellison and the manner in which power within ORCL is shared, delegated, what have you relative to how power is shared at GE. Could there have been a transition in which Lane and Bloom could have departed ORCL under less turbulent circumstances? Yes, but that's just not Larry's style, is it? And even if Larry put the best spin on it, I doubt, and you should do, that The Street would have believed it. The Street, for better or worse, will always be looking for whatever dirt it thinks might exist under Larry's rug. The same, of course, could not be said to be true in the case of Mr. Welch, whom The Street prefers, in contrast, to place upon a pedestal as the ultimate CEO above any modicum of reproach. Spin? Yes. Substance? Well, let's just say its all a matter of style. As an investor I would submit with some level of comfort that if there is dirt to be found its going to be found much sooner under ORCL's rug, than GE's. If GE has any dirt, its going to take The Street much, much longer to find it. It is not unreasonable not to acknowledge that ORCL receives much more scrutiny from the investment community than does GE. So I ask, how does that enter into the assessment of the level of risk of the stock? Well, IMHO, given the relative level of scrutiny each stock receives, I would submit that ORCL is not as risky an investment as it is perceived to be; and that GE might be a bit more risky of an investment than it is perceived be. JMO.