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

To: twt who wrote (7077)	5/6/1998 1:37:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 19079

twt, It sounds like you are looking at Orcl performance over the next few quarters. My sense is orcl will do fine in the short term - but I will defer that to GWM and Phil since I tend to think 1+ years out generally. I kind of doubt that theres tremendous upside for orcl this year. OTOH, long term I am really bullish on PSFT. I realize the analysts downgraded the apps vendors lately so you can get in on a little weakness, which is good. PSFT recognized some changes in the mfg area in the last few years and executed better than any of its competitors (SAP,Baan,Orcl) imo - I was impressed. Duffield is a great CEO, I think. Psft is in the space that makes money, unlike orcl. Just my opinion people. Michelle