Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Art Hampton who wrote (10526)	4/20/1999 11:28:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 19079

"What's the deal here? ORCL sounds like the leading supplier to web based businesses, so why is the stock dropping?" Art, I think it's simply just the market lumping ORCL into the ERP company basket. It's pretty factual that the ERPs are hurting because of the shift in corporate spending over to Y2K. But IMHO, Oracle should be valued more as an Internet side bet where the spending appears to be continuing. I think Larry Ellison is doing an excellent job of positioning Oracle in that sales space. I'm just looking at the current sell-off as an investment opportunity. MikeM(From Florida)