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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.58

+0.3%

3:59 PM EST

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To: RetiredNow who wrote (59305)	5/7/2002 1:19:15 PM
From: Lizzie Tudor	Read Replies (1) of 77400

But I have to agree with you that the database industry is mature with little hope for hyper growth. There would be plenty of chance for hypergrowth if Oracle was able to do what cisco is doing- grab mkt share from all the upstarts in the growth areas. Its too late for orcl to ever catch sebl but other app plays are weak right now- ITWO,PRGN, the warehousing area, etc. Supply chain software, for one, is nowhere near a mature mkt. But will orcl be able to capitalize on their large cash position and the weakness of their competitors now like cisco has done? I doubt it. Lizzie

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