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

To: MeDroogies who wrote (9043)	12/10/1998 5:38:00 PM
From: treetopflier	Respond to of 19080

It also is very apparent they are coordinating their messages to emphasize apps growth, availability of key new apps and web enablement at a time when MANY companies are planning how to spend their post-Y2K dollars. Once the project floodgates reopen, ORCL is perfectly poised to kick SAP in the groin. Smaller players like SEBL and PSFT should also feel it. ttf

To: MeDroogies who wrote (9043)	12/10/1998 6:43:00 PM
From: treetopflier	Read Replies (2) \| Respond to of 19080

After all the analysts got finished giving Ray kudos they got a lesson in economics, ORCL style ORCL is firing on ALL cylinders and has already carefully estimated the impact of the Y2K sales nuclear winter. They will stand unscathed and they HAVE spent the time to do the due diligence on the issue. They have an apps sales strategy that goes straight at the heart of the technical problems with SAP and others. They have trained the entire sales force to deliver the message. And they have their expenses tightly under control, which is why I can't get a job with them right now...(oh well, maybe I can retire for a while on the stock). It was a very good conference call! Thanks edwarda. ttf