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

To: Punko who wrote (5837)	3/3/1998 7:21:00 PM
From: DRRISK	Respond to of 19080

Punko, Your points are very valid. When you speak to Oracle reps and they tell you that SQL is eating their lunch in the smaller enterprises how much longer before they get market share in the large enterprise RD market. I have been told on the sly by Oracle reps that I should try SQL because MS is giving it away. Scary. The stock sure had a nice bounce today but I did not get in. Oh well, maybe next time I was a day too early on the bounce. The one that got away. DrRisk Congratulations Longs

To: Punko who wrote (5837)	3/3/1998 9:28:00 PM
From: lml	Respond to of 19080

Punko: The most important word in your post, which you use quite a number of times, & undoubtedly hang your hat on, is the word "if." "If" is a word often used by dreamers, not an investor. "If" alone is a useless way of analyzing possibilities unless the analysis also considers the "likelihood" upon which realization of any outcome need be based. The most improbable of all your "ifs" is that "Microsoft is left alone by the government." The likelihood of this happening is close to nil. Technology has thoroughly permeated today's society. Consequently, it is clear to the tech & non-tech alike, that MSFT has exerted its monopoly of PC operating system to eliminate competition in other areas of its business & leave consumers with virtually no choice in what otherwise should be a free & open market. MSFT will learn to compete on another level. It will be successful, because it is an excellent company. But I think the ease with which it has been able to seize the opportunities of its competition will vanish.