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Strategies & Market Trends : Trend Setters and Range Riders
MSFT 470.36+1.0%3:59 PM EST

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To: Susan G who wrote (17897)5/20/2002 4:30:55 PM
From: Susan G   of 26752
 
15:46 ET ORCL Oracle rumor (9.23 -0.33)
Hearing Street talk out of the user's conference in Toronto that checks indicate ORCL may come in below consensus for the May qtr; tone from customers still cautious, and near-term sales opportunities still tilting towards upgrades rather than new licenses; while our source believes that the May qtr will be challenging (which has been widely documented), the current price of $9 seems to fully discount results.
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