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

To: William C Fields Jr who wrote (3454)	10/22/1997 9:07:00 AM
From: Trader Dave	Read Replies (1) \| Respond to of 19080

I'm not short any longer (I don't have an ax to grind)Investors are very skittish about the weak performance of the database business last quarter. (Up roughly 5% year over year) especially goiven the market weakness in sybs and infmxe. I think they need to see a rebound tto 15% to 25% growth to regain comfort. I can't think of a fundamental catalyst until November earnings come out. TD

To: William C Fields Jr who wrote (3454)	10/22/1997 3:48:00 PM
From: mike fredricks	Read Replies (2) \| Respond to of 19080

Doing some analysis on how oracle's p/e is comparing to some of its competitors, i noticed it is much lower. For instance; computer associates p/e is at 75 peoplesoft is at an astounding 140 and sybase is at 80. so how does this relate? Oracle faces a challenge in the financial package software from peoplesoft. PSFT product is okay, but not as good as oracle. sybase doesn't come close in the database market. Advantage in both is oracle and therefore should warrant a higer p/e or have the other two companies price fall in line. either way oracle wins. to look at this in share price is if oracle had the same p/e as PSFT its share price would be 101. IF it has the same as sybase it would be at 58. Oracle's p/e is 49.5 as compared to microsoft's 53. the thing to consider is that msft has a market cap of about 180 billion vs oracles 38 billion. based on this and comparing p/e's who do you think has more room to grow market cap. my view is that oracle has plenty of potential upside relative to its low p/e compared to the others. if it can get to half the market cap of msft, everyone is invited to my new yacht with the pool on board.