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

To: Hardly B. Solipsist who wrote (17794)	1/10/2003 1:44:18 PM
From: hueyone	Read Replies (3) \| Respond to of 19079

It's meaningless to talk of Ellison's payday if the company were privately held, since he couldn't have gotten it in that case. And as I've said many times, I disagree that stockholders' equity is a meaningful measure of the value of this company. Three days ago you had no idea what shareholder's equity was nor where to find it on the balance sheet. Perhaps you need more than three days time to understand what shareholder's equity represents before making your pronouncements as to what is meaningless and what is meaningful? Message 18414665 You can use a stock price chart to measure Larry Ellison's performance if you want, but this won't tell you one darn thing about the risks your invested capital is facing. You might want to understand some things about the business peformance of the company to evaluate that. Regards, Huey

To: Hardly B. Solipsist who wrote (17794)	1/10/2003 2:24:15 PM
From: hueyone	Read Replies (3) \| Respond to of 19079

Hardly: Please let me belatedly edit my last post and apologize for its tone. I suppose I did not take kindly to my analsysis being characterized as "meaningless". Please let me be more specific. Undoubtedly you understand a great deal about the business performance of Oracle relative to competitors, other tech companies and perhaps where Oracle may be positioned relative to competitors going forward. What I really should have said, is that I find it useful to understand some things about the past internal, financial performance of a company, irrespective of the stock price, in evaluating its prospects as a potential investment going forward. But again, past financial results are not necessarily indicative of future financial results, and internal financial results of a company may or may not be correlated to the actual stock prices for long periods of time. However, in my opinion, looking at where a company has been, from a financial standpoint, competitive standpoint, and stock price performance can all be useful clues in evaluating a potential investment going forward. Regards, Huey