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Pastimes : The Straight Shooter's Corner
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To: bob who wrote (7)7/21/1999 9:57:00 AM
From: JDN  Read Replies (1) of 109
 
Dear Bob and all: Yes, there are other internet infrastructure companies besides the ones I mentioned. I just wanted to leave room for others to post their thoughts. ORCL is a good one especially at your entry price. Incidentally everyone, EMC just released their earnings report and are having their CC now. As expected it was a BLOWOUT quarter with profit increase of 52% over comparable period etc etc. I understand during the CC the CEO is telling people to expect MORE OF THE SAME in the next quarter. He is giving most of the credit to the huge growth in Internet Companies. Raising forward growth estimates from 30% to 35% etc etc. So you see, this proves what I was saying earlier. JDN
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