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To: Charles Hughes who wrote (9002)	1/27/1998 5:40:00 PM
From: van wang	Respond to of 14631

Subject: Oracle (NASDAQ:ORCL) sees U.S. database growth at 25 pct Date: Tue, 27 Jan 1998 14:25:13 -0800 (PST) From: staff@quote.com To: quotecom-users@quote.com ============================================================ Is the market giving you mixed signals? Here's the green light. See our analysts top stock picks for '98. smithbarney.com ============================================================ News Alert from Reuters via Quote.com Topic: (NASDAQ:ORCL) Oracle Corporation, Quote.com News Item #5200760 Headline: Oracle (NASDAQ:ORCL) sees U.S. database growth at 25 pct ====================================================================== SAN FRANCISO, Jan. 27 (Reuters) - Oracle Corp Chairman and Chief Executive Officer Larry Ellison said he expects growth in Oracle's U.S. database business of about 25 percent in the current third quarter of fiscal 1998. "We look at our U.S. database business as a leading indicator (of future growth)," Ellison told a Nationsbanc Montgomery Securities technology conference here. "It's just going to get stronger." In the second fiscal quarter ended Nov. 30, Oracle reported disappointing results due in part to sluggish growth in sales to the U.S. telecommunications industry. Copyright 1998, Reuters News Service

To: Charles Hughes who wrote (9002)	1/27/1998 11:21:00 PM
From: MJ	Respond to of 14631

> And Oracle is doing fine with a consulting component. Extremely 50% of their business fine! But they also have an ERP software suite to keep their consultants busy- for implementations and frequent maintenance. Their consultants focus on the top end of the market, too- where companies can afford their high rates. > Most outfits here want a physical separation between the public > systems and the in-house systems. Both paranoia and load issues. Yep, here too. I really meant to say that users will probably just upgrade existing software licences where possible. You're right about the speed issues going away as bandwith grows. >I know Informix got a lot of praise for that 'focus on the DB' > message. And that is the right thing for 1997-1998. But they had > better have a new trick for 1998-1999. Things are changing very > rapidly, and they are not going to make it, nor would anyone > else in the business, with just one bullet in the gun. Maybe the Universal Data Option is a second, maybe silver bullet?? Here's hoping. Cheers.