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

To: JakeStraw who wrote (15765)	5/16/2001 8:23:17 AM
From: JakeStraw	Read Replies (1) \| Respond to of 19079

WR Hambrecht + Co Initiates Coverage of Oracle (ORCL) With a Neutral Rating biz.yahoo.com SAN FRANCISCO, May 16 /PRNewswire/ -- WR Hambrecht + Co today initiated research coverage on Oracle Corporation (Nasdaq: ORCL - news) with a Neutral rating. WR Hambrecht's Business Applications analyst Rich Petersen cites Oracle's relatively high price-to-earnings-to-growth premium and suite-focused strategy as key reasons for the rating. WR Hambrecht + Co offers all its research reports free and real-time at wrhambrecht.com. ``Oracle, like almost every other software company, currently has poor visibility into future quarters sales. This is a near-term visibility problem stemming from the macroeconomic environment and its effect on capital spending. However, we think Oracle's earnings visibility will remain impaired for a longer period because Oracle has recently begun to compete in more markets, and we think this change brings additional risk to the business,'' Petersen said. As far as upside potential, Petersen notes Oracle should benefit from a market that is projected to more than double to $120 billion by 2004. WR Hambrecht + Co estimates Oracle will earn $0.41 per share on revenues $10.8 billion in fiscal 2001 up from $0.34 EPS on $10.1 billion in fiscal 2000.

To: JakeStraw who wrote (15765)	5/17/2001 3:11:48 PM
From: Rob C.	Read Replies (1) \| Respond to of 19079

DJ Deutsche Banc's Moore Sees Oracle As Good Investment>ORCL 17 May 14:33 NEW YORK (Dow Jones)--Oracle Corp. (ORCL) remains a premier technology company to invest in, though its revenue and margin growth won't equal the past few years, said Jim Moore, senior software analyst for Deutsche Banc Alex. Brown. Lately, Oracle has had problems closing large deals, and Moore said he has heard that some deals have been delayed or reduced in dollar volume. Oracle's rate of growth needs to be determined, he told CNBC in an interview Thursday. "If I had to guess, it's going to be very difficult for them to hit their revenue numbers on the quarter," Moore said about Oracle's fourth quarter. He added that the company does 60% of its business in the last week of the quarter, which makes it hard to predict revenue generation. Oracle is still dealing with leadership and discipline issues, as well as the current macroeconomic environment, Moore said. -By Amy Braunschweiger, Dow Jones Newswires; 201-938-2205; amy.braunschweiger@dowjones.com (END) DOW JONES NEWS 05-17-01 02:33 PM Copyright 2001 Dow Jones & Company, Inc.