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


To: treetopflier who wrote (8836)11/12/1998 1:00:00 PM
From: Hardly B. Solipsist  Read Replies (2) | Respond to of 19080
 
> Of course ORCL's fate is ultimately in the hands of Mr. Bill
> and the Fed.

In the short term the stock price is certainly affected by these
things, but long term what Bill does or doesn't do need not matter.
MSFT isn't really that good at software, and as long as ORCL sticks
to doing their job they can control their own fate. I heard LJE's
speech at OOW, and I liked the fact that he barely mentioned MSFT.
ORCL is pushing a vision that can work, and if they deliver the
software (and I am sure they will), then MSFT can try to copy it,
but it will be a moving target.



To: treetopflier who wrote (8836)11/12/1998 2:34:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 19080
 
What do you mean the box manufacturers are flying?

Dell is losing momentum - no earnings runup for the first time I can remember. Sqnt was up on a Dell rumor. IBM is too diversified to make a judgement call like that, dont you think?

If the DOJ really gets to msft I agree Orcl could double easily from here. But try to predict that one!

Michelle