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

To: lml who wrote (8306)	9/11/1998 11:57:00 AM
From: Michael Olin	Read Replies (1) \| Respond to of 19079

Applications license growth is also hard to gauge in this quarter because: Q1 is historically dead compared to Q4 - so much for comparing this quarter to last, and, according to Jeff Henley (Oracle CFO), applications growth in this quarter last year was 95% - it would have been nice to see that again this year, but perhaps that's hoping for a bit much. I am going to the Oracle8i rollout on Monday. It is mainly an event for press and analysts. I'm sure the dog and pony show will be impressive (Larry had his NC crash last year, it won't happen again). The Q&A should be more interesting. -Michael

To: lml who wrote (8306)	9/11/1998 12:03:00 PM
From: paul	Read Replies (1) \| Respond to of 19079

well - she is eating crow after all. "https://www.siliconinvestor.com/readmsg.aspx?msgid=5713721"

To: lml who wrote (8306)	9/11/1998 12:56:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 19079

lml, I agree with your post, you are correct. Believe me, I know as much as anybody about the sorry state of ERP stocks and in some cases, the fundamental business. But Oracle and Sap, Psft etc. used to LEAD the mkt, now they dont. Its a curious phenomenon because I am sure business automation across the internet is just beginning. Maybe this lack of momentum is just a temporary blip in the sector and the stocks will come back next year after the y2k scare (Im talking about the sector, not just Orcl here). For that to happen, we need to return to the prior growth rates, thats my point.