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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (10023)12/13/2001 6:11:15 PM
From: Lizzie Tudor  Read Replies (2) of 57684
 
I was just getting ready to post on that! Great minds... you know.

Anyway glad I repositioned into more software today. Took a huge bath on some comms from where they were recently, but thats ok.

Initially reaction to orcl was negative, thats because individual investors (and some pros, sadly) don't get the pipeline issue after 9/11.... the pipeline was completely depleted for every software company, never seen that before myself so demand is stronger than numbers show since most deals take over 1qtr to close.
L
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