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To: Dakota Sullivan who wrote (11248)	12/9/1997 11:05:00 AM
From: TideGlider	Respond to of 25960

Oracle would like you to believe their problems have to do with order cancellations as relative to the "economic" crisis. They do have much competition and their products are less "urgent" for the most part than are equipment for manufacturing. In other words...they can live without it and make a profit without losing their competitive edge. Bruce

To: Dakota Sullivan who wrote (11248)	12/9/1997 11:52:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 25960

Mr. Dakota what is the link between capital equipment orders and Oracle's products which are mainly software driven? How are you making this jump? Intel reported that semiconductor sales are doing well four days ago. Dell reported that Asian sales grew much greater than expected. Personal computer firms based in China (legend) are reporting strong sales. Semi's in Asia must move to 64mg dram to compete with the west. Samsung has not cancelled any capital equipment orders to date according to Samsung and Korea is by far the hardest capital eqipment sector hit. 80% of capital equipment sales in Asia are sold back to the west. Sales to Asia are for construction of parts for sale in the West. Captial Equipment book is 1.37 as of last month. Please educate me. Thanks.