Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 197.99

+0.3%

Dec 26 9:30 AM EST

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To: Charles T. Russell who wrote (15981)	7/9/2001 4:46:12 PM
From: t2	Read Replies (1) of 19080

I tend to disagree with much of the conventional wisdom surrounding the business end of the tech sector. I'm tapped into many large corporation's IT departments and I can usually see first hand where our clients are headed. It isn't always scientific, but that insight has helped guide my investment strategy. That is the best way to invest. By the time the real data is out, the stocks have already moved up too much. Are you seeing signs of buying of Cisco routers by corporations? I don't believe JNPR sells much into that market (not sure)...do you know if they do. I would think that those that sell into the enterprise market...EXTR, FRDY, CSCO would do better. That is why I looking at the other two smaller companies..also recall some positive comments out of both of them(extr, fdry). Do you see any kind of movement in spending on storage--software and/or hardware? I used to be connect a bit more to the corporate world but now trade full time..losing some of the "visibility" into the corporate spending patterns. The reason I am bullish on PC sector is that Windows XP would result in computer replacements unlike some past Windows launches. The hardware requirements would be higher. Even if this is a slow replacement cycle for PCs, it will be a bonus for the boxmakers as there would the regular PC demand combined with the upgrades...creating a year or two of good demand. In the meantime, the boxmakers are improving their efficiency. In addition, I am not surprised that Intel is not cutting back their spending plans even though so many analysts can't figure out why. thanks. BTW--Oracle made a nice move today before pulling back a bit..better percentage gains pattern seems to be back..but it is only one day.

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