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

To: Wheats who wrote (5264)	1/30/1998 11:18:00 AM
From: Still Rolling	Respond to of 19080

Thanks to all recent contributors to this thread for sharing thoughts, information, experiences, etc. regarding ORCL, SYBS, etc. There are a bunch of us newbies to ORCL who moved in after the drop to the low 20s and we appreciate learning about the prospects for our new favorite long position. It just seems that bigger is better in the emerging technology driven economy and that a company as feisty as ORCL will come back. Well, we can hope, anyway. Again, thanks for educating us newbies. Regards, Craig A. Anderson

To: Wheats who wrote (5264)	1/30/1998 11:46:00 AM
From: James Luk	Read Replies (2) \| Respond to of 19080

Your comparison of Revenue is not an apple to apple comparison. ORCL has a lot of revenue from application. Actually application also drives the DB sales. SYBS and IFMX rely more on other SW vendors' application sales, so their revenue will always be much smaller. But no question that ORCL is the leader as they have shown growth. All of these companies are really worried about MSFT not each other. MSFT wants to replace UNIX with NT. It won't happen at least for a few years but longer term ORCl, SYBS and IFMX all may run into problems if MSFT is successful with NT.

To: Wheats who wrote (5264)	1/31/1998 10:42:00 PM
From: syborg	Respond to of 19080

What I said is that customers are reluctant to make a long term financial commitment with a company that is on the downward slippery slope. Yeah.. FedEx and First Union for example really fit the profile. and they may have to make large price concessions to win them. As is said before I will be curious to see what ORCL needs to do in order make a 25% NA sales increase. Will it be a result of raising the price... I think not. My calculations show SYBS's revenue at roughly 14% of ORCL. What is one to conclude with these figures -- that the marketplace prefers SYBS? Your logic confuses me. You just keep telling yourself that your Chevy outperforms my Jaguar. There may be more of you on the road, but every Jaguar owner appreaciates what they have running the road. However, I would appreciate your cleaning up thetone of your responses, as others have suggested to you. I would appraciate you learning a bit about the technology you are investing in. I'm not here for your insults. Tell someone who cares.... syborg