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


To: Punko who wrote (6705)4/3/1998 2:09:00 PM
From: Innuit  Read Replies (2) | Respond to of 19080
 
Does NCA do Windows? I'm long both on Citrix and Oracle. Oracle because of its apps and database business (not the NC which I think is just distracting it) and Citrix because of pICAsso (nee ICA), which works today and is cheap as a NC. People do not want want an awesome NC, but an NC that is rock solid and reliable. How much of an exposure (as a percent of revenue) does Orcl truly have in NC. Actually I've always believed ORCL should just buy CTXS and then switch to (or add) Java later as the market dictates. Java has led to too much infighting.