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

To: Bipin Prasad who wrote (9286)	1/5/1999 10:20:00 AM
From: Sonki	Read Replies (1) \| Respond to of 19080

this is a buy on the dip...positively mony is flowing in. 15-Dec-98 14:00 -- 15:00 ET Oracle Corp. (ORCL)38 5/8 +1 1/2: Warburg Dillon Read initiates coverage of relational database developer with "buy" and $49 a share price target; due to large installed based and distribution channel company has a competitive advantage.....(SH98121514006) 14-Dec-98 BEFORE THE OPEN Oracle Corp. (ORCL)37 1/4: in their continuing battle to outdo Microsoft (MSFT 134), relational database developer and Sun Microsystems (SUNW 77 3/8) plans to announce a new business computer that does not need an operating system to conduct basic functions; rather than a full blown operating system, the computers will utilize a tiny part of an operating system, known as a kernel; announcement is expected later today.....(SH981214071117) 11-Dec-98 AFTER THE CLOSE Oracle Corp. (ORCL)34 15/16 -1 11/16: relational database software developer reports Q2 net of $0.28 a share, four cents above the First Call mean vs yr-ago earnings of $0.19; revenue rose 27% to $2.1 bln; says saw significant improvement in the Asia Pacific region; see press release....(SH98121116118) 11-Dec-98 13:00 -- 14:00 ET Oracle Corp. (ORCL)36 3/4 +1 13/16: --UPDATE-- Dain Rauscher Wessels upgrades relational database developer from "buy-aggressive" to "strong buy-aggressive" as fiscal Q2 results suggest that company is firing on all cylinders; raises Q3 EPS estimate from $0.27 to $0.29 and FY99 EPS from $1.19 to $1.28 a share; establishes a six-month price target of $46 as the company is demonstrating that all major facets of its license business are string or are improving; expects company to renew license growth in the coming quarters.....(SH98121113002) 11-Dec-98 12:00 -- 13:00 ET Oracle Corp. (ORCL)37 7/16 +2 1/2: --UPDATE-- Piper Jaffray upgrades relational database developer from "neutral" to "buy" after posting better-than-expected Q2 numbers; ups FY99 revenue and earnings estimate from $8.8 bln and $1.18 to $8.9 bln and $1.33 a share and FY00 revenue and earnings estimate from $10.5 bln and $1.42 to $10.7 bln and $1.59 a share; raises price target to $44.....(SH981211120011) 11-Dec-98 11:00 -- 12:00 ET Oracle Corp. (ORCL)37 1/2 +2 9/16: --UPDATE-- CIBC Oppenheimer maintains "hold" rating on relational database developer after the company posted better-than-expected fiscal Q2 results; however, service revenue grew 33%, shy of 38% forecast due to sluggish application license sales in the previous two quarters; does not see enough upside potential at this time ti justify rating change; has a price target in the mid-$40s.....(SH98121111007) 11-Dec-98 BEFORE THE OPEN Oracle Corp. (ORCL)34 15/16: --UPDATE-- Gruntal & Co. reiterates "buy" rating on relational database developer and raises estimates following better-than-expected fiscal Q2 results; ups FY99 EPS from $1.21 to $1.28 and FY00 EPS from $1.45 to $1.50 a share.....(SH98121107117) 09-Dec-98 09:30 -- 10:00 ET Oracle Corp. (ORCL)35 7/16 +1/8: Prudential Securities downgrades relational database developer from "strong buy" to "accumulate".....(SH98120909306) 08-Dec-98 11:00 -- 12:00 ET Oracle Corp. (ORCL)35 15/16 -11/16: Gruntal & Co. maintains "buy" rating on provider of relational database products as company scheduled to report fiscal Q2 results on Thursday; expecting a strong quarter from company.....(SH98120811002)

To: Bipin Prasad who wrote (9286)	1/5/1999 10:41:00 AM
From: Mao II	Read Replies (1) \| Respond to of 19080

BP & Thread: I hold some SAP, but no Oracle; but I have no ax to grind with Oracle. That said, I think it is missing the point on SAP's problems to sit around chest thumping for Larry and the gang. Those numbers and their root cause, rather, are a red flag for Oracle and all big international tech firms. Here is the item from WSJ. Consider its broader implications. Regards, M2 interactive.wsj.com SAP Warns 4th Quarter Profit To Be 'Far Below Expectations' Dow Jones Newswires FRANKFURT -- Earnings at German software maker SAP were "far below expectations" in 1998, despite a 15% rise in pretax profit excluding payments to its employee-bonus program, the company said Tuesday. Sales rose 40% to 8.4 billion marks ($5.1 billion), compared to 6.02 billion marks in 1997. The poor earnings results were mostly because of a "strong downturn" in business in Japan, which unexpectedly worsened in the fourth quarter.