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

To: Tech Master who wrote (6023)	3/10/1998 5:35:00 PM
From: Senthil Sankarappan	Read Replies (2) \| Respond to of 19080

TM, I am also long on ORCL based on my own belief that proven companies with strong holds in their biz will not disappoint often and last Qtr mess up was just a wake up call to the management. but what i am surprised is how confident you are in your posts about ORCL. Though i am long, i think i will give some element of doubt. But you sound like you know for sure 100%. Any particular reason to be this Bullish? Just curious :-) -senthil

To: Tech Master who wrote (6023)	3/10/1998 6:47:00 PM
From: AlanH	Respond to of 19080

TM, the cat's already out of the bag. Have you noticed the recent call/put volume. Not only have activity and volatility increased, but the ratio is very constructive. Either you're heavily speculating -- and have deep pockets -- or someone knows what to expect. <g> Notwithstanding market disaster or a show-up-n-throw-up conference call, ORCL longs should be rewarded.

To: Tech Master who wrote (6023)	3/10/1998 8:13:00 PM
From: lml	Read Replies (1) \| Respond to of 19080

Tech Master: I've been thinking the same thing myself for the past few weeks. Contrary to the typical scenario, whereby the stock moves up in anticipation of earnings, only to fall off after expectations are met or even exceeded due to profit-taking, IMHO, ORCL will move up for the reasons you stated -- analyst upgrades, who like the previous post, are waiting for an affirmation of what management has been asserting all along -- that ORCL's overall business is not experiencing what one could label anemic growth for a growth stock. Sure, we'll see some profit taking, but the subsequent upgrades will propel the stock further to new 1998 highs, that is, if ORCL meets or exceeds its numbers. On A Separate Note: Looks like our "short" friend Steve Farber has gained some notoriety. His initial post on this quarter's numbers, Message 3555356, was the subject of the MF Post of the Day for March 4.