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

To: Adam Nash who wrote (10056)	3/13/1999 1:54:00 AM
From: PLovering	Respond to of 19080

The ERP (Enterprise Resource Planning) industry is worth nearly $15 billion, according to an article in today's Philadelphia Inquirer. In the same article, AMR Research, Inc. in Boston says ERP will top $52 billion in sales by 2002. Anybody still worried about ORCL's future revenue growth?

To: Adam Nash who wrote (10056)	3/13/1999 2:28:00 PM
From: Dave O.	Respond to of 19080

< Buy and hold is the way to go. > Not for all people. What about people who invest/trade as their source of income? Also, it amazes me that many people ignore the short side of trading. Take a look at either ORCL or DELL recently. Both were way ahead of themselves fundamentally. What about someone who bought DELL at say 70 or 80 (pre-split) in the past few months, sold at 100+ and then shorted it. It's now back at around 85 (pre-split). Buy and hold nets 5-10 points while playing both sides of the market could have yielded 40-50 points? Same approach could have been used with ORCL. Dave