Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 239.27

-1.9%

Nov 7 9:30 AM EST

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To: t2 who wrote (15978)	7/9/2001 11:30:44 AM
From: Charles T. Russell	Read Replies (1) of 19079

There is a great deal of overlap with the Oracle and Sun customer base. But, I wouldn't necessarily believe that an upgrade of Sun by a single analyst will have too much affect on ORCL. SUN has been battered and abused. It is a rational bet that we'll see a micro rally in the server/box manufacturers. But, I really don't believe that it is any indication that things are getting much better. EMC didn't make their quarter...and guided analysts lower on next. I think that is an indication that IT spending will slow or continue at the same pace. This doesn't bode well for the techs. I'd bet a lot of money on CSCO. I tripled my position today in CSCO. I look for the networking stocks to lead us out of this slump first and CSCO is the big gorilla.

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