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

To: Punko who wrote (5684)	2/27/1998 12:54:00 PM
From: DRRISK	Read Replies (1) \| Respond to of 19079

Back in Oracle bounce off the lower bollinger band is clear cut at 25. DrRisk

To: Punko who wrote (5684)	2/27/1998 11:40:00 PM
From: Dave Yenne	Read Replies (1) \| Respond to of 19079

Unfortunately Oracles recent stumble in Q4 has cast a dark cloud over the entire database market. Only IBM has shown any good growth in the DB market the last 2 quarters. I own stock and am long in ORCL, SYBS, and IFMX. I disagree with your observation on Informix viability. One quarter doesn't equate to stability or viability. A good part of Informix's profit in Q4 came from the prior quarters/years revenue restatements. The restatement allowed Informix to bring previously reported prior quarter revenues into Q4. As Mark Finger stated. The key is revenue growth. I believe Informix revenues were down 30-40% from the previous year. I hope Informix reports another profitable quarter, but I won't be shocked to see a loss for Q1. Oracle's biggest concern should be with their troubled database technology. Oracle is always claiming that the competitions databases don't scale well. Scalability is more than just the size of the datbases. Look at Oracle's recent TPC-C benchmark. They say they beat Informix's new benchmark by 10%. It took them 12 IBM SP2 machines in a cluster to do it. That doesn't equal a great ROI. I also know that Oracle is being impacted by a number of very large contracts that span 4-5 years with some of their bigger clients. The multi-year contracts are clogging up the pipeline for new revenues. These kinds of contracts have attributed to Informix's and Sybase's revenue problems as well. Because Oracle has the #1 DB market share, it has taken longer for them to be impacted. I'm not predicting years of losses for Oracle, just identifying some reason's for the recent struggle with revenue growth in databases. Dave..