Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jaroslav Skrenek who wrote (7915)	7/16/1998 6:32:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 19080

I've been so focused on orcl's price I began to forget the company behind the stock. So, just to remind myself why I bought (this bow wow) to begin with, I spent a few minutes at stocksheet.com. Maybe we should send this to the analysts and MMs. Still a stubborn believer, Frank

To: Jaroslav Skrenek who wrote (7915)	7/16/1998 9:59:00 PM
From: Wheats	Read Replies (2) \| Respond to of 19080

Jaroslav, The Henley interview lasted 2-3 minutes with few specifics other than a weak Asia, and strong everywhere else. He did mention that he expects the application business to grow, but again, no specifics. Lots of confidence though. If you have seen or met him, he is quite the gentleman and is viewed by most to be credible. I think long term the stock goes higher based upon current valuation. Also, when you look at alternative investments such as Microsoft or Dell and realize that those Companies currently are valued with P/E's in the 70's, ORCL looks cheap. Short term technically stock is over bought. However, I wouldn't be surprised to see the stock in the mid to high 30's by year-end. Also, as I mentioned previously, if Sybase can report a profit as they did today of $0.01, the database business couldn't be that bad; this could indirectly help ORCL tomorrow. And then there's the shorts to think about.