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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.48-0.2%2:38 PM EST
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To: JakeStraw who wrote (58728)3/28/2002 1:50:45 PM
From: Lizzie Tudor  Read Replies (1) of 77400
 
OTOTOT

ORCL

As a trade, I like Sebl better than orcl here, because orcl is one of these monster stocks with huge float and its hard to move now that theres no more bubble. And the orcl vs. sebl,psft,sap situation is not what you see in cisco. Orcl has not killed SEBL or SAP in this recession.

One company I think might get whacked by orcl though is BEAS. Orcl owns enterprise infrastructure and thats what beas is and nobody wants 2 vendors when you can have one. Especially if orcl is going to give their app server away. But thats a long term argument. Another area is warehousing apps. Orcl will likely make a dent in that mkt, the landscape has all these little guys now, and orcl has a new product. So if you are LTBH, orcl at these levels is attractive, still I might like sebl better.

WRT software stocks in general, this is a repeat of what we had last qtr. manu is the first to report and its a blowout. Next comes sebl (a few weeks later) another upside surprise. Then everybody else, mixed results.

A small company that might be a good trade is AGIL, if you can get them in the 10s. They sell to semi's product design software. A luxury in bad times but chips are starting to spend. Strictly a trade though.
L
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