SI
SI
discoversearch

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

To: mike fredricks who wrote (3604)11/13/1997 11:02:00 AM
From: scott  Read Replies (1) | Respond to of 19080
 
Speaking of fair value:
S&P's proprietary fair value model puts ORCL's fair value at 45.40. "Fair Value" models can be based on many different things of course. Their Fair Value Model is based on a variety of fundamentals, not just present and predicted future earnings.
If Ellison's vision of the NC hits, then we could see even better value??? If it doesn't "hit" then I don't expect it to affect the stock price dramatically. At this point any earnings increase from possible NC success is not priced into the stock IMHO.

Regards



To: mike fredricks who wrote (3604)11/13/1997 2:03:00 PM
From: laleh  Respond to of 19080
 
Both Zack's earning estimates and S&P valuation do not refelct the possible slow down and currency devaluation impacts from over seas markets. Please keep in mind, the SEA melt down has also impact the Eurpean and S. America markets.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News