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To: Captain Jack who wrote (9061)	1/18/1998 10:23:00 PM
From: TokyoMex	Read Replies (1) \| Respond to of 31646

-off topic- Holding ORCL here,,

To: Captain Jack who wrote (9061)	1/18/1998 11:00:00 PM
From: lbs	Read Replies (1) \| Respond to of 31646

OT- John, I respect your views about stocks in general. However, I would be very careful with ORCL. While I think it is an excellent company, the truth is the the SQL database market is getting commoditized. I have a number of friends who work for ORCL, and they have told me that MSFT is winning a number of contracts based on SQL Server over comparable ORCL products. Many companies feel that the price savings are worth a lower performing product. The analogy that I would make is that many consumers can afford a lexus, but chose to buy toyotas. They are happy with Toyotas and would rather spend their money on other products. To keek the analogy going, hopefully companies will spend more of their IT budgets on the Y2K. While ORCL may be able to keep customers, the question is at what cost. How much will margins be squeezed. Clearly in hindsight, with the problems that IMFX, SYBS, REDB were facing, the database market is changing. I think ORCL is a great company, but its PE is fairly high, and the question is, can they continue to grow to support this PE. Best wishes, Dan

To: Captain Jack who wrote (9061)	1/19/1998 9:30:00 AM
From: JDN	Read Replies (2) \| Respond to of 31646

Dear John: I sold ORCL for a nice profit BEFORE the drop. I will probably wait awhile and see what happens before reentering. What would be perfect for me would be for TPRO to make the next upswing, sell some of that and THEN buy back into companies like ORCL. Percentage wise I am underwater only a little on TPRO at this time. I personally feel that it will move back at least to the mid 6's by the shareholder meeting. Whether or not it can make a new high depends IMHO on Actual 2nd qtr (12/31) results, reforcasted 3rd qtr (3/31) results and any EXCEPTIONAL contract announcements. I am hopeful for good news on all three fronts so I am bullish on TPRO. I saw a post where someone SCOFFED at TPRO if it only could make 10. Well, I dont scoff at nearly a double, in fact I dont scoff at a 50% rise. Those that think that is not great need a lesson in humility--haha JDN