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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Chuck Molinary who wrote (15374)	12/9/1997 2:05:00 PM
From: Cynic 2005	Read Replies (1) \| Respond to of 50167

Chuck, I think most of the downside risk is taken out on Oracle. But, given the fact that I think that the market will fall steeply in the coming few weeks, ORCL could be a better buy later. A partial position at this price should be good. IMHO. Fundamentally, I think ORCL is still in the driver seat while SQL server, the next major threat, hasn't even got a learner's permit. One caveat for ORCL is same as IBM - more focus on the service side which has lesser margins. -Mohan