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


To: John T. Hardee who wrote (7681)6/26/1998 11:08:00 AM
From: alydar  Read Replies (2) | Respond to of 19080
 
Can anyone comment on the following from the MSN Investor. If this is factual it is quite disturbing! Can this be retaliation for LE recent comments?

Microsoft Corp. (MSFT) rose as much as 1 15/16 to 103 1/2 as the world's largest computer software company's SQL Server 7.0, Microsoft's new Windows NT server, is outperforming Oracle Corp.'s (ORCL) 8.0 product, Neil Herman, an analyst at Salomon Smith Barney Inc., said in a note to investors. Germany-based SAP AG (SAPHY), the world's biggest maker of business management software, is running SQL Server as a ''preferred database platform'' on SAP's new R/3 business-management software. Herman said. Microsoft is likely to gain significant market share of SAP's R/3 primarily at the expense of Oracle, the analyst said. Separately, Microsoft rolled out its Windows 98 operating system Thursday and said it's pleased with what retailers are reporting about the new product. The company said it sold more than 120,000 copies of the operating system even before stories opened.



To: John T. Hardee who wrote (7681)6/26/1998 1:54:00 PM
From: PLovering  Read Replies (2) | Respond to of 19080
 

Oracle enjoys a solid balance sheet and is sitting on a pile of cash. When Larry decides to use these assets to buy back ORCL stock, the Godfathers on Wall Street will sit up and take notice. Until then, all they remember is their recent 29% bath in this stock ... and they got looong memories.

Big and bothersome question: why doesn't Oracle buy back some shares of its stock?