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

To: Dan Spillane who wrote (4156)	12/10/1997 1:01:00 AM
From: Stockwizard	Respond to of 19080

In ORCL's mainstay, they are not facing that tough comp from MSFT. High PE? Not after today. Leading PE is around 20. Not bad for a techie.

To: Dan Spillane who wrote (4156)	12/10/1997 9:27:00 AM
From: J L Segal	Respond to of 19080

Here are a couple more positive statements from the ML report yesterday: "The only high point seemed to be the continued surge of NT business (+100%), showing that Oracle is still effectively competing against Microsoft." ........ "We believe the Street has reduced estimates to a degree that they become "beatable" in FY 1999. During that period, we expect: a)Oracle's new product cycles to have a more direct impact on the revenue line; b) the earnings comparisons to ease; and c) currency/macroeconomic issues to potentially ease." JL

To: Dan Spillane who wrote (4156)	12/10/1997 1:09:00 PM
From: GS_Wall Street	Respond to of 19080

Dan why are you so high on Microsoft SQL, I have not seen one company even evaluating it. Everywhere I go Orcale is exploding. SAIC has over 1300 software opening for people with Orcale experience. The following is notes of the Orcale conference call concerning microsofts SQL product. "MICROSOFT. Regarding competition from Microsoft (Nasdaq: MSFT)(N) (S), Oracle's management was probably more concerned about that last year than they are now. Microsoft's SQL Server just hasn't stood up to scrutiny, and OEMs and customers are now aware of the problems in scaling it. SQL Server sells well to smaller companies, but then so do Oracle's NT-based products."