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

To: Lizzie Tudor who wrote (8252)	9/10/1998 5:29:00 PM
From: aps	Read Replies (1) \| Respond to of 19080

correct. this is also called the selloff quarter. business is slow at this time of the year...why I don't know?

To: Lizzie Tudor who wrote (8252)	9/10/1998 5:52:00 PM
From: Bipin Prasad	Respond to of 19080

yes, 1st qr is historically slowest one. So 4 cents ahead weights more, imo. InSook

To: Lizzie Tudor who wrote (8252)	9/10/1998 6:44:00 PM
From: Jesus A. Castillo	Read Replies (1) \| Respond to of 19080

Michelle, < Is this qtr slow historically?> You've got to be kidding; first quarter has always been a clunker after the adrenalin spent during Q4. Customers are too well trained about Q4 emphasis and there's a subsequent drop off in Q1. This is true for just about every software (at least) company. I think the numbers are good news and hope that there is a good sustained spike in the share price. I still think thought that the key quarter is going to be the second one; especially in light of the FY98 Q2 stinker and then the respectable FY98 Q3 & Q4. With a good FY99 Q2, we should see Oracle back into the land of share prices we want to see. So, I'll keep my fingers crossed for tomorrow and the coming weeks and months, but my primary focus is on the mid FY99 Q3 horizon. Just MHO, Jesse

To: Lizzie Tudor who wrote (8252)	9/10/1998 11:44:00 PM
From: MeDroogies	Read Replies (2) \| Respond to of 19080

Michelle has been down on ORCL since God knows when. If she's been shorting, she's done well. However, her pessimism has been dispelled in each of the last 3 quarters. Each time, she had nothing good to say, and each time ORCL had wonderful news.... Now that ORCL has atoned for its mistake of one year ago, it is likely that this sucker will finally move up, up and away. No question, ORCL is gaining business, and winning some back from competitors. By addressing Asia as early as they did, they have a HUGE advantage over their more "recently afflicted" (snicker) brethren. They have put that issue behind them and are dealing with other, more important, issues (like licensing) and have positive results to show for it. 30+? Absolutely. Why it hasn't been there all along...who the hell knows.