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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: edamo who wrote (34672)3/26/2001 4:07:37 PM
From: im a survivor  Read Replies (1) of 65232
 
By the way Ed, do you have an opinion of RHAT? I'd be curious to see what you think of this past years results, which beat expectations, and their guidance of achieving profitability by next qrtr and what you think the future may hold for this company. I know in the triangle area, where rhat originates, many, many people are very high on the company......anyway, one thing about you is you are excellent for an unbiased view based on what you see, and I'd be curious as to what you thought about them. Also, possible bottom do you see for orcl....was thinking of grabbing some, but she doesnt seem to be giving me much reason to jump in and buy right now.......I still havent deployed my $$'s from my sale of rmbs at $28.69, and also just put $2k into my ira which is sitting doing nothing....$2k may not be much, but I'd rather buy a beaten down tech with it since I have 25 years to worry about it.....thought maybe some orcl, or some more sunw......even looking at adding more rhat as I think it has potential, IF naz comes back,to be an easy 3 - 10 bagger, especially if they achieve profitability next qrtr and also the rumblings of something big brewing with rhat could be a good boost, if or when something big happens.

Thanks for your thoughts on orcl bottom and what you think of rhat....I am outta here til tomorrow......

Keith.....
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