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

To: Wizard Wannabe who wrote (8999)	12/10/1998 1:39:00 PM
From: Elmer Flugum	Read Replies (1) \| Respond to of 19080

thestreet.com You can register for a 30 day-free trial, if need be.

To: Wizard Wannabe who wrote (8999)	12/10/1998 1:58:00 PM
From: Michael Olin	Read Replies (1) \| Respond to of 19080

Sure, I read it (http://fnews.yahoo.com/street/98/12/10/valley_981210.html). Can you detect the author's bias (you all know about MY bias) by reading the closing paragraph? "All the bears went into hibernation in the recent big-tech rally," says Tom Claugus, a fund manager at GMT Capital who has no position in Oracle and doesn't feel bad for having missed the recent climb in its stock. "But, if I had to pick a side, I would pick the down side for Oracle because Y2K will take away from enterprise-software deployments, the database market is mature and Microsoft is coming from the low end." Oracle's recent rally "still makes no sense to me," Claugus says. Not bad, I disagree with all three points. Y2K is pushing companies towards new ERP deployments. One of my clients will have finished a global switch to SAP (with an Oracle back-end) in April 1999. The database market is far from mature. As Oracle puts it "the internet changes everything". The need for database servers as back end repositories for web sites and e-commerce is tremendous. The amount of data being captured that needs to be warehoused and analyzed is growing at an explosive rate. All of this needs DB servers. Microsoft might come from the low end, but it will stay there. SQL Server is a very nice replacement for Access, but it doesn't scale to do "real" work. Any takers on Larry's $1 million challenge? I doubt that $1500 Workgroup Server licenses are a major contribution to Oracle's bottom line. Oracle is well positioned to ride the paradigm switch to network computing. If I had to pick a side for Oracle, I'd pick the up side. -Michael