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

To: MeDroogies who wrote (8285)	9/10/1998 11:53:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 19080

MeDroogies... come on. You know what I look for in Orcl numbers. License revenue. When Orcl delivers license revenue above 20% Ill be happy as a clam, if they dont do that then I know we wont see any rise in the stock. This time we have 13% rise in license revenues, all the rest is services it looks like, so again I dont predict any appreciable move in the stock. Now, the caviat is, that the whole sector is SO BEARISH that a 13% rise might actually beat the whisper number so maybe the stock will rise. I like Oracle and I think they have some good things coming with Oracle 8i it looks like - some good innovation going on in the engine area. Apps dont look too hot, but then Sap isnt exactly on fire right now either. So thats ok. I wasnt short Oracle but even if I was I wouldnt have made any money because this stock has only moved 5 points in either direction the whole time Ive been posting on this board. Thats what happens when msft kills your mkt, look at novell stock, theres just no way to make money. Im not happy about that btw. Please post here more often MeDroogies I missed you. Michelle

To: MeDroogies who wrote (8285)	9/11/1998 1:16:00 AM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19080

Michelle has already answered for herself, which she is more than competent to do, but I can add that I don't think that her comments have been overly negative. The whole database market is dead in the water right now for lack of new ideas/products. I hope that 8i is the big win that I think that it will be. I am sure that without something really new coming down the pipe this sector will get eaten by the shrink-wrap vendors. Even Ashton-Tate might have been able, given enough time, to deliver a real database, and RDBMS has been standing still for years...