Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Y. Samuel Arai who wrote (10612)	12/9/1997 3:48:00 PM
From: Clayton	Respond to of 97611

Re: Please take the ORCL discussions to the ORCL thread. Thank you!>> I disagree. This discussion is very relevant to CPQ in terms of selling NT based hardware. ed, please continue. Regards, Clayton

To: Y. Samuel Arai who wrote (10612)	12/9/1997 4:41:00 PM
From: ed	Read Replies (3) \| Respond to of 97611

Nowadays if you want to make money in the stock market, you have to look at the big picture and be very sophisticated , otherwise I suggest you put your money in the bank !!!! ORCL blamed its poor performance to the Asian currency crisis, is it truel? We see PC sales is boomming in ASIA from ACER, CPQ, IDC's report, then why ORCL can not sell ? We did not see MSFT had the same problems as ORCL had in ASIA, and actually its stock started to move recently. We see DELL, IBM, HWP, CPQ , ACER all shipped record units of PCs, then why not ORCL, or SUNW ? We read from the news that NT based workstation is flying and are selling everywhere, and we see INTC keeps dropping its CPU's price and shipped record volume of CPUs, the same for CYRX , and AMD . We see the price of major components kept dropping, i.e CPU, memory...etc, as well as the system. We see ACER's study that with $500 PCs, it can still make a reasonable profit. We know the size of the pie is fixed (even with 50% annual growth), and every vendors had record growth, some of them probably had larger growth than the general market growth, then someone had to sacrifice, and someone's lunch have to be taken by others. We see all those record growth are all in the PC area and NT based hardwares. So, ORCL's fal short of earning proved to me once more that CPQ, DELL, IBM, HWP will report a record earning next q !!! Why ORCL and SUNW will fail????? We used to have two market for the computers, i.e MSFT based (win95,dos) PCs for low end and UNIX based engineering workstations. As the INTEL's CPU gaining more and more speed and cheaper, INTEL CPU based workstation is now eating the UNIX based market of highend workstations, that is where the NT came to play. We all know that as a school boys , we all started our first learning of computer on windows, few kids knew UNIX, so why not buy NT based workstations at work, and which we are more familiar with and cheaper with similar capability ???? That is the reason we see ORCL being dumpped like crazy by those big boys !!!!!!!!!!!!!