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

To: Lizzie Tudor who wrote (8707)	10/26/1998 6:47:00 PM
From: MeDroogies	Respond to of 19080

A. Being 1st or winning clients away from SAP or PSFT is nice, but not "important". What is important, is making a profit. Seems ORCL is very good at that, since taking their loss last year, while the other two have put off taking their medicine until now. B. ORCL probably is not as bad off as you think. I'm not saying they haven't suffered, but they are making a nice comeback. I still believe this is a $40 stock, but isn't showing it due to a lack of respect that is taking time in coming. ORCL will continue to shock people by making good money. I've learned one thing in business. Being 1st or best is less important than knowing your clients and being able to sell them up to newer, better products. ORCL looks like they've been really good at it. Every time somebody has said ORCL is gonna have another bad quarter, they beat estimates by 4 cents. Pretty nice trick. Wall Street will take notice soon enough.

To: Lizzie Tudor who wrote (8707)	10/27/1998 3:35:00 AM
From: Jesus A. Castillo	Read Replies (2) \| Respond to of 19080

Michelle, The numbers, when they're posted, are simply (one) confirmation of what happened; I'm not waiting for the numbers to make decisions. So far, doing the homework ahead of the numbers being posted has been very lucrative financially. If Oracle Apps had no strength as a sales pitch against SAP or Peoplesoft; then we might not see any sales, clearly that's not the case. I'm not saying that Oracle is winning them all, but they are winning a significant portion and I believe that that portion will be increasing as a share of the overall pie (even if ground continues to be lost to SAP and Peoplesoft specifically). I don't recall any studies that would place Oracle a distant third. There has been a debate about whether Oracle or Peoplesoft is number two; but, that is hardly enough to say they're a distant third. Regardless, how many companies in the space have more than even a 5% share of the market? Just a few because the market is still a very fragmented one, with a huge number of providers each with a tiny share. Yes, I'm bullish on Oracle (especially post December, 1998); but I'm not blinded by ORCL. I also encourage a viewpoint based on a solid foundation. That is why I asked the original question (who has "defected" from the Oracle Apps installed base?). If you had this information, and it turned out to be more than a case here or there, then I would consider that to be very important. So far, I'm comfortable with Oracle's direction and think there's some money to be made just over the horizon. I appreciate your posts, hopefully we're all prodded to think about things and take our decisions, ahead of the numbers, with at least a feeling of being better informed. Regards, Jesse