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Technology Stocks : Oracle Corporation (ORCL)
ORCL 198.80-5.6%3:59 PM EST

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To: Paul van Wijk who wrote (11650)9/9/1999 10:18:00 AM
From: General Crude  Read Replies (1) of 19079
 
Hate to hear that. Do you follow BMCS or CPWR? CPWR did a survey of their clients awhile back (results released at, I believe, their year end conference in May or thereabouts)saying the analysts "nuclear winter" scenario was not accurate. Only less than 10 of their clients out of 14,000 were going to dramatically cut back expenditures due to Y2k. Of course things may have changed since then.

BMCS up 3 1/2 today. Looks like software stocks may be back in vogue; CPWR weak today probably due to First Call analyst saying that there was some insider selling in the 27-32 area recently (197,000 shares); doesn't sound like a big deal to me.

Good Luck,

GC
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