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Technology Stocks : Oracle Corporation (ORCL)
ORCL 218.92-3.6%12:30 PM EST

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To: Qualified Opinion who wrote (15923)6/20/2001 7:53:47 PM
From: robert b furman  Read Replies (2) of 19079
 
Hi Rogera,

One thing I like about Orcl. Their leader has a huge position.This is a comforting situation to me.

LE has been around long enough to know that surprising to the down side costs him Billions.

Conversely surprising to the upside can make you Billions.

I have no idea what it is like to be that wealthy, but I guess that knowing you go to bed being a Billion or two wealthier has to make for some pretty good dreams.ggggg

I would expect Larry's comment for future earning to be sanbagged to a large degree.Face it, he can't sell it without disclosing it,and if he hypes it, he gets killed more than anybody.The only thing that pays is sandbagging and surprising to the upside - and establishing a track record of beating.This is very similar to the record Csco HAD.

I wish him the very best.

I think today looked great. Oracle's turn to play catch up is now.I think Oracle (and internet based crm software companies) will lead the semi's, (after they correct within this consolidation period).

Lord knows my account needs at least one strong horse to pull.gggg

Bob
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