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

To: Mohan Marette who wrote (4482)	12/15/1997 8:22:00 PM
From: riposte	Respond to of 19080

ORCL as a Value Play... From www.usatoday's Wall Street Summary [text deleted] "I'm still very bullish on technology stocks," said Joseph Battipaglia, chief investment strategist at Gruntal & Co. "Expectations have been cut dramatically. The companies that are preannouncing earnings disappointments have done so, and it's not going to be a widespread phenomenon. So we're using this as another one of those opportunities to buy them. I like the top tier in semiconductors, which would include Intel. In the disk-drive arena, we'd start with Seagate Technology, Western Digital, and Quantum. "In networking, Cisco Systems is our lead candidate," Battipaglia continued. "As best I can tell, I think the demand is going to stay firm and they'll do fine. I just don't see a massive slowdown coming such that the order rates will be cut. We'd go back to Oracle as a value opportunity and we'd also go into some of the bigger technology-related companies like IBM, Hewlett-Packard, and Motorola. [text deleted] FULL TEXT AT: usatoday.com

To: Mohan Marette who wrote (4482)	12/15/1997 8:25:00 PM
From: riposte	Read Replies (2) \| Respond to of 19080

Transforming Oracle: Shift to systems strategy has high price Found at www.infoworld.com Steve Transforming Oracle: Shift to systems strategy has high price By Katherine Bull InfoWorld Electric Posted at 5:13 PM PT, Dec 12, 1997 Oracle's worse-than-expected earnings announcement this week sent the stock market on a roller-coaster ride and raised questions about Oracle's current business model, especially its focus on the network computer. Indeed, Oracle's business model is changing -- but the network computer is only one part of that change. At the core of Oracle's business model is a transformation of the software giant from a product-only, sales-driven company to a solution provider and a relationship-driven company. FULL TEXT AT: infoworld.com