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


To: Gary Ku who wrote (5793)3/3/1998 9:13:00 AM
From: Rob C.  Respond to of 19080
 
Gary,

<<Looks like we are heading for $30's. We may get to 50's in a
few months, as ORCL is quickly replacing MSFT as the # 1 software
company.>>

I would love the first premise to be true, especially the part about the 50's, but IMO replacing MSFT as #1 is NOT going to happen in our lifetime. See NSCP for details.

Regards,

Rob



To: Gary Ku who wrote (5793)3/3/1998 9:20:00 AM
From: hasbeen101  Read Replies (2) | Respond to of 19080
 
ORCL is quickly replacing MSFT as the # 1 software company.

I carry no brief for Microsoft, but are you really serious when you say this? Microsoft are IMO monopoly capitalists, and the Justice Department needs to break them up. But precisely because of this, they are a money-making machine.

In the most recent quarters available on SI Profiles, Microsoft has revenues of 3.5 Billion, Oracle 1.6 Billion. Microsoft's net margin is 31.4%, Oracle's is 11.6%.

Oracle is no closer to beating Microsoft than the "elite republican guard" is to beating the US Marine Corps.



To: Gary Ku who wrote (5793)3/3/1998 7:17:00 PM
From: voyager.ed  Respond to of 19080
 
Gary,

Let's not let our exuberance run away with us. ORCL ain't no MSFT. But neither is anyone else. MSFT and INTC are in a class by themselves playing on a different level than everyone else. We can do very well with ORCL without having to take over the world - leave that to Bill and Andy.

Good move today - if tomorrow continues this up move it should get interesting heading into earnings.

regards,

Ed