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 : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Robert Scott Diver who wrote (1982)	12/12/1997 7:31:00 PM
From: Larry Anthony	Read Replies (2) \| Respond to of 8218

Reference to: $100 = maximum # worthless options pipeline.com is the link that shows this analysis

To: Robert Scott Diver who wrote (1982)	12/12/1997 7:35:00 PM
From: J R KARY	Respond to of 8218

Hi Scott: IBM's low PE , increasing revenues & EPS = bears beware, The options close next Friday and the bear's puts will be wishful thinking but soon IBM's doom and doomer chartists will appear . These guys are talking to a wall and it ain't on Wall Street either but do wish them the best, after expirations , for the holidays. And in the spirit of the holiday season shouldn't we wish Judge Edelstein on MSFT so they can feel what its like to have a a real FTC consent decree monkey (40 years, 200 lawyers) on its back . Can't forget true blue Lou as he has made it Christmas year round ! Happy holidays, Jim K.

To: Robert Scott Diver who wrote (1982)	12/14/1997 10:03:00 PM
From: art slott	Read Replies (2) \| Respond to of 8218

Robert, looks like more top line growth. ------------------------------------------------------------------------ Database Industry's Slump Exaggerated Shawn Willett Oracle's disappointing financial results do not necessarily mean the database industry is in the midst of a slump, analysts and industry executives said. Rather, the industry could just be repositioning itself to new markets and new top players. For one, many say Oracle's problems are unique. "Although the database market is not a 50 percent annual growth market, the market doesn't explain their results across the board, including applications. None of us has seen the big problems in Asia and telecommunications that Oracle claims," said Mitchell Kertzman, chairman of Sybase, in Emeryville, Calif. During the past two quarters, Oracle's database sales have grown 6 percent and 3 percent, respectively. Along with Oracle, Sybase and Informix have not shown much growth during the past year. This has led many, including top industry executives, to conclude that database sales are slowing. But both Microsoft and IBM are saying they have large sales growth in their databases. Microsoft said it earned 100 percent sales growth of its SQL Server year over year. "It will be interesting to see if IBM shows some growth," said Merv Adrian, analyst at Giga Information Group, in Cambridge, Mass. "That would mean a realignment of the top players. IBM could be a No. 2." Comparisons are difficult since neither Microsoft nor IBM breaks out its database sales in financial reports. Also, Oracle and the other players have recorded strong growth in their Windows NT database sales. Since Unix databases generally are more expensive, some analysts said they think the market is just seeing the results of price pressure. That would mean the major Unix RDBMS players would need to realign their business models to have lower margins. According to a report issued by Morgan Stanley Dean Witter, Oracle management said it believes database sales could grow 20 percent to 25 percent during the next two to three quarters. The report said the company believes a stock buy-back from Oracle is likely because of the current low stock price. In late-afternoon trading, Oracle's stock had fallen even further, down 1 to 22 7/16.