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

To: John Wright who wrote (9449)	1/30/1999 3:59:00 PM
From: Xpiderman	Read Replies (2) \| Respond to of 19080

John, Thanks for the industry analysis. Here is a collection of ORCL fundamental numbers: geocities.com or click the above red "Earnings". With a trailing P/E of 49 and a forward P/E of 54, ORCL is not overvalued at all compared to other blue chip tech stocks. I think a $60 - $63 level is reachable before next earning report if the market cooperate. And we may see a stock before or at next earning report, that shouldn't hurt.

To: John Wright who wrote (9449)	2/1/1999 5:44:00 PM
From: John Wright	Read Replies (1) \| Respond to of 19080

MeDroogies and others. Another interesting announcement at the Montgomery Tech Conference today. cbs.marketwatch.com Oracle is at the nascent of becoming a goliath in , DBMS, ERP, and Ecommerce by being the only company able to put it all together to offer complete end-to-end(from database to apps) product solutions on the Internet computing platform. We are only just seeing the beginning of one of those rare investment opportunities that comes along once in a lifetime. (MSFT had it with their o/s, excuse me purchased o/s). As Oracle's market share and earnings momentum continue to build there current $60b market capitalization will look tiny 2 to 5 years out. SAP, PSFT, Baan, Informix, Sybase, JD Edwards,....should be shaking in their boots, so to speak. No other company is more strategically positioned to be able to dominate the Enterprise wide market like Oracle. Wall St. is just waking up to this. Thoughts, opinions, anyone? John