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

To: Pami who wrote (10432)	4/8/1999 11:20:00 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 19079

pjay, not a pure software pro here, but come from computer industry background... my guess is Ms Selner is likely referring to old guard SAP and Peoplesoft... new nimble ERP firms like I2 Tech are eating SAP lunch... Oracle is really delving into a new field, adjoining its own backyard... Oracle is a new kid in ERP... I see some huge potential from established database expertise and leverage from existing customer base, including my own present company this is a classic "unjustified correlated hit", which have proven in my past to be huge profitmakers... y2k is the red herring though... at 50% selloff, and 80M shares traded in last two days, this is done (hope, wink, prayer)... more covering shorts next, then buying on strong remainder of year forget Q1 as factored shitty, perhaps factored too shitty... my guess is Q1 wont be all that shitty, and estimates for Q2 onward will be rosey / JW

To: Pami who wrote (10432)	4/9/1999 1:39:00 AM
From: Hardly B. Solipsist	Respond to of 19079

I don't know much about ORCL's apps business, but the latest release of the database, named 8i, has significant "web-centered" capability. Also, from what I have learned, it should be a significant competitive advantage for the company. The other database vendors have "bag-on-the-side" Java support for their databases, but ORCL has really integrated it into their server. I'm a believer in this approach, so you have to keep that in mind when assessing my remarks, but as far as I can tell no other company has anything close to ORCL's technology, and if they haven't started on it already, it will take them a long time to close the gap. (MSFT and IBM have the resources to do it, since they have significant in-house language expertise -- I think that you can forget about IFMX or SYBS ever doing a real Java in the server.)

To: Pami who wrote (10432)	4/9/1999 10:01:00 AM
From: Michael Olin	Read Replies (2) \| Respond to of 19079

I guess that fund managers can be just as brain dead as the analysts some times. Oracle is one of the old tried and true companies that happens to be sitting on a mountain of web-centered software solutions. Oracle's database server software powers something like 70% of the largest e-commerce sites on the web. The latest release of their ERP software is web based. Their application development tools can be used (and are being used, I have several web-based systems in production) to build web-centered applications. They have just released WebDB which allows you to build and deploy applications using only a browser. They support Java in the database server proper. How more web-centered can you get? Check out Oracle's web site (hhtp://www.oracle.com) as you do your DD. You will see Web-Web-Web and Java-Java-Java all over the place. Then again, maybe a solid company like Oracle just doesn't fit in to the portfolio of a Mid-Cap and Small-Cap fund manager. Why look at a solid company with a proven track record and billions in revenue when there are so many promising web-centered startups with business plans that don't even discuss the notion of profits <ggg>? What exactly in Amy Selner's background and experience leads to to believe that she knows any more about Oracle's product line than you do? I think it's a safe bet that there are many people who post regularly on this thread that have forgotten more about software than all of the aggregated knowledge of analysts and fund managers combined. I don't claim to know anything about what drives the price of a stock in this market, but I do know something about software and I know quite a bit about Oracle. I also know when a quote for publication such as the old tried and true companies (no names mentioned) are being eclipsed by newer companies with web-centered software solutions is carefully crafted to be 100% correct no matter how you read it and really says nothing of substance. -Michael