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

To: Sam Golden who wrote (4151)	12/10/1997 12:07:00 AM
From: lbs	Respond to of 19079

If the high-end database market is slowing, and more and more companies are going with MS SQL server, ORCL may have problems growing at a rate that would support its high PE. I have friends who work at ORCL who have commented that SQL server is stiff competition because of its low price. They complain that ORCL is such a better product, people will end up paying in the long run, ect. My response to them is that there are a lot more Camry's sold than Lexis. Price has become a relevant factor for many companies. As SQL server's performance improves(clearly it is not equal to ORCL v*), ORCL will come under more and more pressure from mid-size companies. I am not saying that this company is dead, just that it is facing more competition than it has in a long time. A positive is ORCL is attacking vertical markets. I just don't know how quickly this approach can make up for slowing core database sales. Dan

To: Sam Golden who wrote (4151)	12/10/1997 7:58:00 AM
From: Dwight E. Karlsen	Read Replies (2) \| Respond to of 19079

Sam, re I have seen stocks tank before on bad news, but cant remember ever seeing such stability in price after the gap down open. How about INTC recently. Gapped down 5 pts to 86-87, stayed in that range all day, trading around 62.5M shares. Also this past Feb(?) 97, Cascade Communications (CSCC) gapped down over 20 pts and traded at 41-42, trading around 41M shares if I remember right. FWIW, both INTC and CSCC continued on down from there in ensuing days. I'm not saying this will happen with ORCL, because I don't follow the stock. DK

To: Sam Golden who wrote (4151)	12/10/1997 1:21:00 PM
From: Mark Fowler	Respond to of 19079

Sam hi, that is the best explanation that I've heard since this fiasco. It's to bad for them suckers, sure glad I wasn't one of them and I don't feel sorry for them either. Just want to say thanks for the great buy. Mark Fowler