Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Michael Olin who wrote (8872)	11/17/1998 5:21:00 PM
From: Jesus A. Castillo	Read Replies (2) \| Respond to of 19080

Q2 Earnings a month away. How does everyone feel about Q2? Me, I think it's going to be a reasonable quarter sequentially and will be a no brainer compared to Q2 last year. There is good marketing/product/service momentum on all fronts in spite of (maybe because of?) several high level executive departures recently. ORCL seems to have decent volume and price support right now and I'd expect that this would continue (barring any system-wide event in the markets, world, or even Oracle itself) up through the time earnings are announced. Do you think that it's a good time to load on some more shares right now? I think we'll see some nice upward price movements leading up to earnings time and hopefully a spike afterwards. I think it's going to shape up to be a good (fiscal) year for ORCL. What do you think? Why? Jesse

To: Michael Olin who wrote (8872)	11/18/1998 8:02:00 PM
From: syborg	Read Replies (3) \| Respond to of 19080

Well thanks to all for the thoughts on the subject. On the surface nearly all of the arguments clearly point out the potential advantages of bypassing an OS. The problem of course is that the database device needs to be updated for new hardware and options as they emerge. Not a trivial task... and certain to require significant R&D investment. Still one would be stupid to think we have exhausted innovation in the computer processing. I also think of the saying that goes more or less along the lines of those who forget history are doomed to repeat it. Do we really want to go back to proprietary architectures? If we do... when do we draw the line? Not to imply ORCL would make the connectivity proprietary... syborg