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Non-Tech : Littlefield Corporation (LTFD) -- Ignore unavailable to you. Want to Upgrade?

To: WallStBum who wrote (5473)	12/12/1997 11:42:00 AM
From: Que	Read Replies (2) \| Respond to of 10368

>>OFF-Topic (and why not on a day like today?)<< dax, re:ORCL If you are talking about them as an investment - I don't like them. Their product line is old, and they ultimatley will lose out to Microsoft. The only company that takes on Microsoft directly that I like is Sun. The patch they are coming out with to get Internet Explorer to run Java applets is a key salvo in the open vs closed system war. Java is a revolutionary technology, and while it is an open system, Sun holds the key to it and the advantage in developing Java software in a similar way to how Microsoft has had the advantage in developing Windows software. I am aware of the argument that superior technologies do not always win out (VHS beat beta, Windows beat MacOS) But there is so much anti-trust pressure building up on Microsoft that they will not be able to destroy Java. And the rest of the industry wants and needs the Java platform to break the Microsoft grip of death. Furthermore there is no comparable competing technology to Java.. I am convinced its day will come. I'm not buying just yet though... the market is taking sooo long to figure out that Asia will have an effect on our Multi-Nationals (like duh) and I expect the techs to get hit a few more times in the coming months. As far as ORCL as a short term play. That is hard to say. This drop was incidentaly a reaction to the realization that the Y2K earnings boost was over, and the boost to ORCL from Y2K inspired sales wasn't THAT great...but there is more involved, given my opinion of the companies prospects, this looks like an overdue adjustment rather than an over reaction. So personally I would pass over playing ORCL for a company where I beleive the market has genuinely over-reacted in devaluing (ie BNGO). But then again, I have a definite bias against the stock; ORCL has always been favored as a blue-chip tech by IIs (50% institutional ownership) and they probably haven't given up on it. L.L. & P.