Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JakeStraw who wrote (16937)	5/9/2002 1:21:53 PM
From: Qualified Opinion	Read Replies (1) \| Respond to of 19080

JakeStraw, Oracle has been generating more than $2 billion in free cash flow per year. The economy has slowed down most high technology companies.

To: JakeStraw who wrote (16937)	5/9/2002 1:24:32 PM
From: MeDroogies	Read Replies (1) \| Respond to of 19080

No, I don't think he is. I'd say analysts love to gang up. It doesn't necessarily have anything to do with being fundamentally sound or not... They have ganged up on fundamentally sound companies plenty of times, though they do manage to gang up on companies that deserve it far more frequently (that's only because there are alot of companies that deserve to be ganged up on). ORCL got slammed about 3 years ago for no good reason. I can see it happening again. I don't see analysts as particularly good visionaries, let alone free thinkers, let alone knowledgeable about the industries they cover. I know one analyst personally who knows (by his own admission) NOTHING about the industry he works on. He simply sifts the numbers. Ask him anything about what's happening in terms of issues, visions, or new ideas and concepts and he's out to sea. My own experience with media analysts is similar. They couldn't tell you the difference between NBC and CBS except about how much they are bringing in. Anyone here can tell you which has the upper hand, which has the better future, etc.