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

To: Still Rolling who wrote (17204)	6/10/2002 2:03:22 PM
From: Andy M.	Read Replies (1) \| Respond to of 19080

Craig, There was an article in the Sunday New York Times magazine a month or so ago about the threat to privacy all the new government security-oriented databases might cause. Maybe you saw it. The only software industry exec the writer talked to was Ellison. The spin of the article was negative--that Larry was part of the drive to crush civil liberties, but one implication, to me anyway, was that the government is going to be spending a lot on security-related databases in the upcoming years. Govt is already about a third of ORCL's business. I suspect it is sales in this area that are going to turn out to be why they didn't have to pre-announce. I don't see analysts of the stock talking too much about this obvious source of business. The FBI, for one, is apparently in a shambles database-wise. I wouldn't be surprised if ORCL is working with them right now. Andy