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Technology Stocks : Oracle Corporation (ORCL)
ORCL 239.25-1.9%3:59 PM EST

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To: MeDroogies who wrote (15694)4/5/2001 7:55:28 AM
From: robert b furman  Read Replies (1) of 19079
 
Hi MeDroogies,

Well said.I like your point about M&A.Those conservative companies that sit on hordes of cash can now buy value.Those high flyers that diluted theis stock with M&A every week(Csco comes to mind)have lost their favorite currency(their common stock).

Semi equip sector comes to mind for cash rich co.Last cycle Amat bot top of the line lithographer,Kla and Tencor merged,Novellus bot Gasonics - should see some of that in future,although players have been whittled down.Perhaps if it get to the big three - more stability will occur - nah it will always be cyclicle.

Bob
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