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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Jeff who wrote (173640)	6/18/2002 5:45:57 PM
From: reaper	Read Replies (1) \| Respond to of 436258

sounds like they're taking numbers down for the Q1; if i heard right they're saying 15-25% decline in license revenue (I assume that is yr-yr) and 7 cents of EPS. as far as comparing Ellison to Lay, Kozlowski et al, i just don't agree. he's aggressive, pays himself too much, and is a little too full of his media personality, but Oracle is NOT a ridiculous house of cards built on bullshit acquisitions and negative cash flow like Sunbeam, Worldcom, Tyco, Cisco, HP, et al. Cheers

To: Dr. Jeff who wrote (173640)	6/18/2002 6:19:37 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

WTF?! "TURN THOSE MACHINES BACK OFF! TURN THOSE MACHINES BAAAACCKKK OOOOFFFFFFFFFF!<g> 10-minute GLOBEX® flash quotes as of 06/18/02 05:10 pm (cst) for trade date 06/19/02 CONTRACT LAST NET CHGE CONTRACT LAST NET CHGE S&P 500 SEP02 1039.60 -560 EURO $ SEP02 97.93 +1.5 E-MINI JUN02 1038.00 -625 DEC02 97.57 +3 SEP02 1039.50 -575 MAR03 97.025B +3.5 NSDQ100 SEP02 1142.00 -3300 JUN03 96.45B +3.5 E-NASDAQ SEP02 1142.00B -3300 SEP03 95.945A +1.5

To: Dr. Jeff who wrote (173640)	6/19/2002 10:40:09 AM
From: reaper	Read Replies (1) \| Respond to of 436258

<<I personally find your comments regarding ORCL quite baffling and don't know what basis you have for believing any of the above>> Dr. Jeff -- I will turn the same statement back to you. Other than the guilt-by-association innuendo that Arthur Andersen audited Oracle's books, what basis do you have for thinking the Oracle numbers are anything but legitimate? Point me to something in the financial statements, or in the footnotes, or in their other disclosure, that gives you a basis for your negative opinion of Mr. Henley and Oracle's accounting. Cheers