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

To: Bag of Pucks who wrote (15126)	12/15/2000 1:36:48 AM
From: bob zagorin	Read Replies (1) \| Respond to of 19079

mgt. cannot make forecasts that aren't supported by fact and reasonable inference. sure things can change and the economy could totally tank but look at the sales announcements posted earlier tonight. these are not dot.coms. also, it is well documented that while IT spending is slowing, it remains robust for enterprise software that shows immediate returns in productivity and sales. that's what we are talking about here. "you pays your money and takes your chances". JMHO.

To: Bag of Pucks who wrote (15126)	12/15/2000 3:12:33 AM
From: Hardly B. Solipsist	Respond to of 19079

In the CC they mentioned that ORCL sales to dot-coms have declined significantly, but since this was a small part of their business, it hasn't hurt them. So I think that you can remove that from your list of things to worry about.

To: Bag of Pucks who wrote (15126)	12/15/2000 5:47:37 AM
From: lml	Read Replies (1) \| Respond to of 19079

Management is paid to give a positive spin so I don't think you can take what they say at 100% face value even for the simple reason that even Management can't see three months ahead these days. HK Lee, you couldn't be more wrong. Management is not paid to give a positive spin; management is paid to set forth a company strategy and execute upon it. As far as the efforts of management in disclosing to the investing public quarterly performance as well as forward-looking statements, I strongly suggest you head over the SEC's website and start reading two pieces of legislation that have been on the books for some time. In short they're commonly referred to as "The 1933 Act and 1934 Act." Teach yourself something about the disclosure of material information to the investing public, particularly by key management personnel, then come back here and re-read your statement. Share with us what you've learned.

To: Bag of Pucks who wrote (15126)	12/15/2000 8:18:41 AM
From: Bipin Prasad	Read Replies (1) \| Respond to of 19079

HK, I agree a little dose of skepticism might be healthy, but investment folks tend to go extreme in both directions. re: Management is paid to give a positive spin , I don't think so. They are there to guide us with fairly accurate facts. Larry and co are great communicators with investors which is different from "positive spin." I know it happens quite often in Korea, Taiwan, but it's hard to run #2 software company without hard facts and #s in this country. re:IT e spending, Most of our clients are old economy, banks, health Care and so forth. Most of them do have huge budget for e business. They are more cautious than before, but it's survival decision for them, either be there first or grab bigger market by providing better service and cut down staffs by being more efficient. For example, one bank on Wall in Mahattan, they reduced huge staff for the past few weeks which wasn't possible before. That's huge savings to the bottomline. Because of our first hand experience with these clients, I do not doubt Henley's comments. take care, InSook Prasad

To: Bag of Pucks who wrote (15126)	12/18/2000 11:07:55 AM
From: Thotdoc	Read Replies (1) \| Respond to of 19079

I suggest that you, and any others concerned about this company over the long haul, read all the news about Oracle on a daily basis for several years before you form an opinion. People, including professionals, that compare Oracle to SAP or any other singularly focused company are not seeing what Oracle is doing. Ellison has been building for this time for a long time. The MSFT, or as some say, Major-detumesence, model is dead with Oracle's approach of "information in the net"--not on the PC is gaining. ORCL is in an amazing number of right places at the right time: ASP, Web software, the Big 3 auto company web based buying syndicate--part owner and software provider, with the ability to sell it's suite to all of the companies involved, to setting up the basic buying syndicate for whole emerging countries (eg Brazil) with that same suite software opportunity. I could go on and on. I am currently out of the stock, as part of a set of rules that I've come to depend on to conserve my profits. But,I believe that the company will be devalued further and I will enter again when it has hit my limit. regards, G