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

To: AChan who wrote (10532)	4/20/1999 10:27:00 PM
From: Maverick	Read Replies (2) \| Respond to of 19079

Briefing is extremely bullish on ORCL; sets target at $35 Brief: Oracle is the world's leading supplier of information management software... Company offers its database, tools and application products, along with related consulting, education and support services in more than 145 countries around the world. Trading Points Stock has been a major underperformer over the past few months, falling from a high of 40 1/2 to low-20s... Anxiety over revenue growth major reason for stock's woes... But Briefing.com contends that worries exaggerated... World's second largest software company poised to exploit new/existing markets to post solid double-digit top and bottom line growth over next few years. Company debuted a new application that enables cable TV operators and broadcasters to provide customers with Internet communicaitons, including e-mail, e-commerce and video-on-demand... Product called Oracle iTV designed to close gap between TV and Net as more and more broadcasters and cable companies switch to digital transmisson as per FCC mandate. ORCL also recently announced plans to go after leading share of enterprise application integration (EAI) market... Software used to link client/server, legacy sytems and Web-based applications, as well as dbase applications from the likes of Oracle... ORCL intends to make EAI software part of technology "suite" it sells to large corporate customers... EAI market estimated to be about $300 mln... However, projected to grow to over $1 bln by 2001 and over $5 bln by year 2002. Main businesses benefitting from rebound in Japanese market, growth in Latin American region and rapid growth of Internet/e-commerce. Strong management team, solid financials and discounted valuations also bode well for long-term. ORCL trades at 27.4x estimated FY99 earnings and 22.8x projected FY00 results, with a long-term growth rate of 24%... Given that ORCL's growth rate exceeds market growth rate by more than 3x, Briefing.com contends that traders should take advantage of discounted relativemultiples to do some bargain hunting. Our 12- to 18-month target is 35.

To: AChan who wrote (10532)	4/20/1999 10:27:00 PM
From: wbASSETt	Read Replies (1) \| Respond to of 19079

If someone is selling, then someone is buying. Who has access to the identification of the "someone's" ? Are there any good free sites for picking up this info ? wbASSETt