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I would like to thank plasticizer for catching a 
mistake in my arithmetic concerning my recent 
RuleMaker analysis for Oracle.  I have corrected 
themathematical error and reposted the analysis 
below.  The new figures actually make things a little 
worse for ORCL than my original version, as the 
decrease in flow ratio is now not quite as drastic.


Without further ado, the new results:

Financial AnalysiCompany Being Evaluated                          Competitor #1   Competitor #2  Competitor #3

                  Oracle (ORCL)                                 Microsoft (MSFT) Informix (IFMX) Sybase (SYBS)
                 Current Period Year-ago PeriodYear-over-Year    Current Period  Current Period Current Period
                   99Q3 (2/99)    98Q3 (2/98)      Growth          99Q3 (3/99)    98Q4 (12/98)      12/98)
Income Statement . . .
  Sales                   2,079          1,749      18.9%                  4,331            735            867
  Cost of Goods S           792            586      35.2%                    350            191            273
  Net Income                293            215      36.3%                  1,917             58            (93)
  Shares Outstand         1,495          1,487      0.5%

Balance Sheet . . .
  Cash & Equivale         2,189          1,517      44.3%                 21,761            221            249
  Current Assets          4,337          3,334      30.1%                 24,058            432            478
  Short-term Debt             3             13     -76.9%                      0              0              0
  Current Liabili         2,278          1,803      26.3%                  7,839            404            394
  Long-term Debt            304            305      -0.2%                    980              0              0
                                                                                1              1              1
Margins & Ratios . . .                                                                                         Competitors' Average
  Gross Margins            61.9%          66.5%     -4.6                    91.9%          74.0%          68.5%     78.1%
  Net Margins              14.1%          12.3%      1.8                    44.3%           7.9%         -10.7%     13.8%
  Cash-to-Debt              7.13           4.78     49.2%                   22.21       No Debt!       No Debt!     22.68
  Net Cash                1882.0         1199.5     56.9%                 20781.0          221.0          249.0    7083.7
  Fool Flow Ratio           0.94           1.02     -7.0%                    0.29           0.52           0.58      0.47


                  Continue Here

Ranking Rule Makers

1) Brand          Points (0-1)                                  3) Financial Dire Points (0-3)
Familiarity                    0                                Sales Growth                   3
Openness                       1                                Gross Margins                  0
Optimism                       1                                Net Margins                    3
Legitimacy                     1                                Shares Outstandin              2
Inevitability                  0                                Cash-to-Debt                   2
Solitariness                   1                                Fool Flow Ratio                2
Humor                          1                                Expansion Potenti              2
  Subtotal                     5                                  Subtotal                    14

2) Financial Loca Points (0-2)                                  4) Monopoly Statu Points (0-4)
Mass Market Habit              1                                Gross Margins                  0
Gross Margins                  2                                Net Margins                    2
Net Margins                    2                                Net Cash                       0
Cash-to-Debt                   2                                Fool Flow Ratio                0
Fool Flow Ratio                2                                Convenience                    2
Your Interest                  2                                  Subtotal                     4
  Subtotal                    11
                                                                5) Your  Enjoymen              1

                   Total Score               35  Third Tier


My apologies for the original erroneous posting and 
any confusion it might have caused.

the LanceMan
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