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

To: Xpiderman who wrote (3958)	12/9/1997 1:45:00 PM
From: Carmine Cammarosano	Read Replies (2) \| Respond to of 19080

20 times next year's earnings = $22 a share for Oracle...Next years earnings have now been cut to $1.10...

To: Xpiderman who wrote (3958)	12/9/1997 2:37:00 PM
From: Tom Kearney	Respond to of 19080

As a long time Oracle user, I can tell you, their products and support over the last 12 months have been disappointing. Oracle made their reputation by providing portable, reliable database products (support has always lagged). But, in my experience, recent releases have been surprisingly 'buggy' by Oracle standards. This slows development, and the steady progression to more products and services comsumed by users. Hardy mentioned here or anywhere I have seen, is that Oracle, like MSFT has transformed their product line over the last 12 months to be Web friendly. They have bet the company on the Web. Yet, people using their Web products have reported tremendous difficulties getting these apps going, from what I have heard in the business. And support in this area is particularly abysmal. Large database users have few real alternatives to Oracle. PSFT and SAP are another way to get things done, and these guys are Oracle's REAL compettion these days, not IFMX, SYBS, or even MSFT. But, PSFT or SAP requires a huge commitment, and bet on one software vendor, so it is not realistic choice for many folks. Interestingly, PSFT and SAP are ALSO Oracle users, since they don't produce DBMS engines, themselves. Personally, I think investing in PSFT is a better investment than ORCL, and have adjusted my portfolio accordingly. The business is Oracle's to be had. How fast they can acquire it is the question. Asia sounds like a good excuse, but in reality, Oracle is just not getting the job done. Today's market provides investing opportunities in products OTHER than Orcl, like CSCO, who are the babys getting tossed out w/ the bathwater, but should soon recover. Regards, TK