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

To: Mike Farrar who wrote (9068)	12/11/1998 4:06:00 AM
From: KM	Read Replies (1) \| Respond to of 19080

From Briefing: "As noted in the general commentary above, Oracle (ORCL) posted a gain of $0.28, well above estimates and year-ago results... Revenues rose by 27%, with even stronger gains seen in the services business... On an important front, company also noted that sales in Asia/Pacific region are improving... All in all a great report... Stock up nearly two points in early after hours trading after shedding 1 11/16 yesterday." Okay, you warned us but why should we care what you think?

To: Mike Farrar who wrote (9068)	12/11/1998 7:17:00 AM
From: Bipin Prasad	Read Replies (1) \| Respond to of 19080

Are you short ? InSook

To: Mike Farrar who wrote (9068)	12/11/1998 9:22:00 AM
From: Chuck Molinary	Respond to of 19080

<<ORCL will be trading under $ 28.00 by the end of next week>> I'm showing a bid of 37 5/8. A long way to 28 don't you think. There's a 'Buy to Cover' option on your trading window. You might want to think about pressing it....

To: Mike Farrar who wrote (9068)	12/11/1998 11:07:00 AM
From: POB	Read Replies (1) \| Respond to of 19080

<<ORCL is NOT Microsoft>> Why would they want to be? When I can buy a 300mhz system for $699, run Linux on it for FREE and then run a FREE SQL engine such as DB2 from IBM, who in their right mind is going to run MS's SQL Server at $600 for NT Server, $1200 for SQL Server, and then additional $125 for EVERY CLIENT? You're talking $8000 for a company with 50 users. $8000 or FREE....hmmmmm.....let me think about that for a nanosecond or two. Don't you see the strategy of IBM, Oracle, Sybase, and Informix. Give away you're database at the low end and kill SQL Server before it can run on anything that could even come close to the big iron that these guys software runs on. If you follow Microsoft this should sound like a familiar tactic. Don't buy Microsoft stock because of SQL Server - don't say I didn't warn you.

To: Mike Farrar who wrote (9068)	12/14/1998 5:13:00 PM
From: Dale J.	Respond to of 19080

Mike I think you got it right. At least the direction, I'm not sure about the intensity. I think ORCL is at or near its high. ORCL is a good company and I think will still rule the high-end database market for awhile, but SAP and MSFT will probably increase the pricing pressure. Even Larry E. said ORCL can't compete with MSFT on pricing: "Oracle can't compete with SQL Server on purchase price, but selling server appliances that are cheaper to own will make Oracle's databases more competitive," Ellison said. Dale