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To: Resry who wrote (10606)	12/9/1997 2:56:00 PM
From: Rich Goldsmith	Respond to of 97611

Resry, Off Topic -- ORCL Probably a buy. Caveat I JUST DID, which is usually real bad news for any stock -- just look at what's happened to CPQ over that past few months! Folks at MER don't think price will drop below $21, they still rate ORCL as a long term buy. Regards, Rich

To: Resry who wrote (10606)	12/9/1997 2:57:00 PM
From: Dan Packer	Respond to of 97611

Even with ORCL at 22, their PSR is >3 - ie, still too expensive. In fact what I've heard is that the M$FT data base so seamlessly hooks to NT that you're about to see a re-run of the office suite wars....with the same outcome. Fine for CPQ, not good for ORCL. Dan

To: Resry who wrote (10606)	12/9/1997 3:02:00 PM
From: ed	Read Replies (1) \| Respond to of 97611

The long term value of ORCL is changed. Just look at AAPL, SGI...etc, you will see what is happening to ORCL. If I were you I will not jump into this sinking boat and get trapped !!! ORCL used to be the biggest player of UNIX based software products, and then switch to a mix of UNIX / NT. As more and more WINTEL based workstation sold to the market, we see ORCL 's UNIX market being degraded, while for the NT based market ORCL is head to head with MSFT, and you know who will win. As NT getting more and more popular, we will see more and more troubles for ORCL and SUNW. ORCL used to sell their database software products to corps in Asia, and to improve productivity as well as competition, the Asian companies will not reduce their budgets for computers and softwares, but increase even with the recent currency crisis. It is easy for ORCL to blame the currency crisis in Asia for its poor performance, but the big boys do not look at it that way. It is a structure problem , and probably can never be fixed. So, big ones dump their ORCL stocks in big time while small investor jump in for short term profit and get trapped big time.