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

To: zc66 who wrote (4647)	12/18/1997 3:47:00 PM
From: DarrenS	Respond to of 19080

Nothing has changed with the fundamentals of orcl. The change is the markets perception of technology stocks in general in light of the asian contagion

To: zc66 who wrote (4647)	12/18/1997 3:49:00 PM
From: EAGLE-EYE	Read Replies (1) \| Respond to of 19080

IMHO, the problem is not Oracle...but the database market in general. How many NEW mainframe shops are opening up these days? Not a whole lot. The current I.S. shops ALL have some sort of database in place already. Specifically...Informix, Sybase, etc. Bascially, I beleive the database market is already saturated and will remain that way until customers see a need to pay for major new features. Just ask yourself....how many more color television sets do I need to purchase for my house? Most consumers would reply....I'll wait for the new video graphics capabilities to improve before I purchase that wide screen unit. Same with a database. If it works....no need to spend additional capital unless there is an earth shattering need. Best of Luck to all - I'm staying away from Oracle for now.

To: zc66 who wrote (4647)	12/18/1997 5:36:00 PM
From: hasbeen101	Read Replies (2) \| Respond to of 19080

What has changed in Oracle? One thing which has not changed is that Larry is very erratic and doesn't seem to have his mind on the job much of the time. Two things have changed: 1. Oracle used to be a small high-growth company. Now it is a really big company and the bigger you get the more impossible it gets to outgrow the world economy. 2. The relational database market used to be a high-growth market, but now it is nearly stagnant. New object-oriented and object-relational technologies are emerging (some from established companies, some from new companies). More often than not, in this scenario some of the established players fail to make the transition, They become dinosaurs. They wither up and die. Oracle is currently looking like a great candidate to do this, since they bumbled Sedona and don't seem to have a clear object-oriented plan.

To: zc66 who wrote (4647)	12/18/1997 8:11:00 PM
From: Mo Chips	Read Replies (1) \| Respond to of 19080

I think that there is upside potential w.r.t. expectations and the fact that Europe is expected to come out of it's doldrums in '98. There doesn't seem to be much discussion about this, so maybe it's not build into the forecasts?? I agree that there are some bad indicators out there, but I really think there might be something to Europe sales growth. I have heard that Europe trails the US and Asia in its incorporation of the latest technology. Just a guess... Mo