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Strategies & Market Trends : Level II Trading -- Ignore unavailable to you. Want to Upgrade?

To: DRRISK who wrote (210)	2/22/1998 10:56:00 PM
From: Darren	Respond to of 1086

imho, ORCL is toast until the earnings reports start leaking later in March. ORCL has a large Asian presence on it's balance sheet, which is the problem du jour, but also could still be the real deal. I am also extremely weary of database companies, which see; SYBS (nice upgrade), IFMX (nice advertising), GPTA (now defunct I believe), BORL (de Kahn-nated). I am also hearing through the back-channel that Oracle's latest and greatest isn't catching on, which means delays in profits until at least 4th quarter in the calendar year. I haven't called up a chart, but I would say 25 is high by today's standards. Finally, there was a great story recently about the database market in the Red Herring, I believe, which relates the problems these companies are having while trying to be Microsloth... My opinion doesn't matter though...