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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (12787)	12/8/1997 6:51:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

Brian, With re to orcl: 1) report shows asia pacific rev's up 1% year over year in dollars, but 15% in local currencies. 2) report shows orcl's service rev up 43%, but expense related to service rev's up 50%. Otherwise cost's were managed well. 3) report shows licensing revenue almost FLAT year over year. This is horrible!!!!!! Conclusion: orcl's problems have little to do with asia and everything to do with flat licensing revenue. Asia didn't help, but the real problem is a HUGE drop off in lic rev's. Yes, the market will be hurt anyway most likely. We are dealing with idiots, remember?I will buy more amat.

To: Proud_Infidel who wrote (12787)	12/8/1997 8:13:00 PM
From: nnillionaire	Read Replies (1) \| Respond to of 70976

I really wish the 'street' had not coined the phrase "asian contagion" as it tends to cast a shadow on any company doing business in those Asian countries. My company, a (relatively high tech) process controls company (yep, folks, PCs are used in manufacturing plants, too) is well ahead of last year in our Asian sales and backorders since the 'contagion' started. Those Asian customers realize that they must invest in the state-of-the-art machinery and equipment, in order to be competitive in the world market. Oh, and by the way, most of my machinery goes into the aluminum, zinc, and magnesium die casting industry... Certainly not a bastion of technology zelots. Some US based stocks may be hurt by the Asian developments. But many are prospering nicely. Based on my own experiences, I believe the AMAT and CPQ management guidence to analysts when they say to disregard the 'asian contagion'. Good Investing