Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Jdaasoc who wrote (62952)	5/7/2002 1:52:45 PM
From: t2	Read Replies (1) of 99280

Actually I agree with you on ORCL. I was looking at it as if I was an investor who would examine PEs for relative value, leading me to conclude that it would suck in buyers who were just looking at a company in a bad IT spending environment. Another words, they would incorrectly blame the economy and not the company. Microsoft is the real killer of these types of companies. I am waiting to buy MSFT stock when the market turns; Orcl is nothing more than a trade once in a while. Orcl with its lower PE is as risky as those stocks that have very high valuatioins. I used to say Orcl and SUNW were going to be history back in late 1990s....it was only the DOJ suit against MSFT that slowed down that process, imho. I believe ORCL is the biggest supporter of the States action against MSFT is what I recall reading a while back.

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