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

To: MeDroogies who wrote (17314)6/26/2002 2:59:21 PM
From: alydar  Respond to of 19080
 
mr. droogles,

i agree with you. i think ellison is correct and as the saying goes, "only the strong survive". orcl is a survivor and will prosper because of their vision and size. msft hpq, sunw, dell and ibm will survive because of their sizes.

rocky.



To: MeDroogies who wrote (17314)6/26/2002 3:11:43 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 19080
 
He also is looking for modest top line growth in 2003 meaning the consolidation and washout are happening this year (and last)... I agree with that, this is the trough in software spending and even so orcl is posting good numbers.
L



To: MeDroogies who wrote (17314)6/26/2002 3:38:07 PM
From: DeadHead  Read Replies (1) | Respond to of 19080
 
I was referring more to standing up in front of a bunch of customers and reporters and saying:

"It will be killing fields. We will grow and prosper. Customers will have fewer choices,"

I agree that Oracle will benefit from less competition; but, given Oracle's already negative image in many sectors, it's better to restrict that type of talk to the board room.


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