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Strategies & Market Trends
Oracle - look out below!!!!

An SI Board Since March 1998

Posts	SubjectMarks	Bans	Symbol
49	2	0	ORCL

Emcee: Ralphie	Type: Unmoderated

Introduction Market Data Compact

i'm starting this thread as place to discuss the short opportunity that's SCREAMING at us. i noticed today that cnet is running a very interesting piece about oracle on cnet's top page

news.com

it's focused on negative things in oracle's books that don't bode well for the future. when you think about MSFT breathing down ORCL's neck in the database and tools markets *and* ORCL is getting niched to death by its partners like Peoplesoft, it seems they are stuck behind a rock and a hard place. this latest earnings report is a mirage. i don't believe for a second that they are turning things around.

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Reply	Message Preview	From	Recs	Posted
49	With a 35% Revenue growth over the last year, and a 40 % EPS growth over last y	Adelantado	-	9/20/1998
48	Guess this post is funny to read right about now. ORCL long baby!	Mapache	-	9/16/1998
47	We'll see. SQL 7.0 has too many problems...I am told... Today, we had se	MeDroogies	-	7/8/1998
46	blowing smoke? why is it that ORCL can't stage a rally? SQL SERVER 7.0!!!	Ralphie	-	7/8/1998
45	You're there, pal. These shorters are blowing smoke.	MeDroogies	-	6/17/1998
44	i just heard that the CTO for Oracle will be on CNBC tomorrow. did anyone catc	Ralphie	-	6/17/1998
43	as far as sql server 7.0 goes, i'd like to see a referenceable terabyte cli	sam	-	4/23/1998
42	BB, <i> PS Hope you didn't actually short LU. Just made about	Bipin Prasad	-	4/23/1998
41	I'd like to jump onto this thread. Holding June 32.5 calls and looking for	BBrace	-	4/22/1998
40	Ralphie , <b>It's great to know that you're having fun!</b>	Bipin Prasad	-	4/5/1998
39	snipped from MSFT's site: The benefits of Microsoft SQL Server 7.0 (to be	Ralphie	-	4/4/1998
38	thanks BBP, i'm having fun! i don't agree that time is on your side.	Ralphie	-	4/4/1998
37	When were last earnings released. Where do you think Oracle going to.	Michael Frank	-	4/3/1998
36	Hey Ralphie, Your sep p went up on nc news today. Congrats. I'm not buyin	Bipin Prasad	-	4/3/1998
35	i'm not planning on holding until expiration. the summer is usually slow f	Ralphie	-	3/30/1998
34	Chris, RE: MICROSOFT The money is one thing. What bug	George Yorg	-	3/27/1998
33	>>> I firmly believe they put bugs in their (MS) products for the simp	Chris McConnel	-	3/26/1998
32	Clint, <i>Ill see you in 20 years at millionaire acres! I hope you arent	Bipin Prasad	-	3/26/1998
31	Bipin, I'm happy to say that I sold my 10 Orq March 27.5 calls that cost me	Clint	-	3/26/1998
30	Clint, Looks like I sold some of my naked ones to you. <b>Why sep ? Just	Bipin Prasad	-	3/26/1998
29	Clint, Thanks for your Oracle story. If one wants to compare MSFT let's loo	George Yorg	-	3/26/1998
28	hi Clint, thanx for reviving my subject. i don't want to lay it all out t	Ralphie	-	3/26/1998
27	I noticed you havent made much noise lately, why not? I thought you knew all ab	Clint	-	3/26/1998
26	You must be joking. Inuit is a speculative company without an earnings history.	Clint	-	3/15/1998
25	these things don't happen over night (with the exception of Netscrape!). i	Ralphie	-	3/15/1998

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