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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: Charles T. Russell who wrote (15979)	7/9/2001 12:40:52 PM
From: t2	Read Replies (1) of 19079

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. Wow! Finally, I find someone who thinks that the networking sector will lead us out of the slump; that puts you in tiny minority. I don't believe it although Cisco might do well thanks to its enterprise business but not companies like JNPR. I am expecting bad news out of JNPR's earnings this week and will then buy Cisco if it drops. Considering JNPR's focus on on the carrier market, they should be worse shape than Cisco at this point. If you were not so right on your last Oracle call, I would have thought you were nuts to make the above statement.<ggg> Since you are in a minority and most will disagree with (including myself), you may actually turn out to be right based on contrarian thinking. Most believe it will be the PC sector (including INTC, MSFT and the boxmakers), followed by wireless, with networkers and then then telecom equipments very late to recover. The networkers like FDRY and EXTR should do better than the JNPR, NT types and even Cisco. JMHO. Good Luck with your trading. BTW--Oracle starting to outperform the market again. Even when the Nasdaq gave back a lot of the gains, Oracle kept most of its gains. It signals that it is a stock in demand right now...and that is why I feel it cracks 20 the next time it approaches.

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