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

To: Brian Moore who wrote (8540)	10/5/1998 6:24:00 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19080

> I don't get why we can all safely ignore the "pricing pressure" > warning from Oracle. It wasn't a "warning", it was the sort of boilerplate that appears in 10-Q's for every company that is there to satisfy lawyers. It has been in 10-Q's for at least 2 years, according to a posting today on this thread. > So what if it was also issued a couple of other times? This, > apparently, makes the third time this warning is being given, > making it even more worthy of our attention. No, it is at least the fourth time that it has appeared in a 10-Q. As to whether you should "ignore" the statement or not, that's your call. But you can't expect it to be treated as news by those of us that actually follow this sector. Oracle's stock has been depressed for quite some time because of concerns about competition (and Oracle's ability to meet that competition). > This is not a false story. We can't call Oracle and get them to > deny it. I mean, what are they going to say? Maybe, "Oh, that's > bogus dude, we just throw that in our reports sometimes, don't > pay any attention to it. It's meaningless." I don't recall that anyone said that it was false, just that it wasn't "news". That is, there is nothing different about this report than there was about any others. All of the 10-Q's for any company that I have ever looked at contain dire scenarios that, if you believe them, means that you shouldn't invest in the company. Some people on the list who are in a position to contribute facts about possible price cuts (I am not one of them) have indicated that so far all evidence is that prices aren't being cut. My only information in this regard is a recent rumor that MSFT is-or-was raising prices for SQL Server because that division needs to make more money, but I know of no way to confirm that rumor.

To: Brian Moore who wrote (8540)	10/5/1998 9:36:00 PM
From: MeDroogies	Respond to of 19080

Brian, all firms put quotes like that in ALL 10-Qs as "Risks". I wasn't surprised because it ISN'T a NEW concept. MSFT puts quotes like that in portions of their 10-Q because they have to notate what potential pressures exist that might cause them to miss their expected figures.