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


To: hdl who wrote (18529)6/21/2004 7:23:00 AM
From: robert b furman  Read Replies (1) | Respond to of 19079
 
Good Point,

I have been amazed at the markets missing this central investment theme.

I mean even if in Oracle's checking account - not many firm can lay claim to 2 billion / year cash flow.

I'm really amazed as to how much/long this peoplesoft tender has delayed price appreciation.

I keep selling puts which enable accumulation of the stock in the high 10's.

In 8-10 years they'll be worth that in cash - that doesn't happen at the bank !?!

The tax rate will be 15% - I Hope.

Bob