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

To: zc66 who wrote (5676)	2/27/1998 12:36:00 PM
From: Punko	Read Replies (2) \| Respond to of 19079

The key point about informix is that they have overcome their #1 hurdle - the viability question. The return to profitability, regardless of how it comes, will revive their sales efforts. This, coupled with the perception among most unbiased observers that they have the best overall engine implementations (OR, OLTP, OLAP), will bring them much more success than they have had of late. They have a long way to go to beat Oracle in most competitive situations, but they'll be more trouble going forward than they've been this past year. Informix will be around for a while, and they're rapidly gaining momentum. As far as Oracle's 'growth' goes, most of this came from services last quarter. They had better show excellent license growth this quarter, or regardless of what services does, the stock will tank, since without the pipeline that license growth brings, services revenue ultimately dries up. Merely meeting the expected .19 or .20 per share won't do it. They'll have to do much better to justify the current PE multiple. BTW I'm not short. I agree with others that it's foolish to bet so strongly against Ellison and (especially) Lane. I'm just out of the stock at this point and waiting for an opportunity to jump back in, because they have a winning long term strategy. They just need to get the necessary products out of the slide projectors and into some reference sites before it starts paying off.