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Technology Stocks : Oracle Corporation (ORCL)
ORCL 243.86-2.6%Nov 6 3:59 PM EST
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To: lml who wrote (15288)2/13/2001 5:05:25 PM
From: Adam Nash  Read Replies (2) of 19079
 
Sounds good to me, as I said, I am long both ORCL and CSCO. Right now, I see CSCO having better 5-year revenue growth, but I see ORCL with better margins.

That's the way it should be, hardware vs. software, anyway.

I was just trying to explain the reason the slowdown in IT spending evidenced by CSCO was carrying over to ORCL.

They are very different companies, but their customer bases have significant overlap. It's a very macro way to look at the world.

So, when does ORCL report? A month from now?
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