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Technology Stocks : Semi Equipment Analysis

SOXX 292.04

+2.4%

4:00 PM EST

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To: Donald Wennerstrom who wrote (3540)	6/18/2002 9:14:55 AM
From: robert b furman	Read Replies (1) of 95609

HI Don, Sitting here anxiously awaiting Orcl earnings ( after today's close) I think Orcl will hit their number .12 and maybe even get the whisper .13. Huge to the recovery turn around will be Orcl forward guidance that web based application server business is the next growth area. So far huge well financed companies ie GM and GE who have embraced internet (web based) application server strategies have led the old non tech manufacturers in becoming the new lean machines in the manufacturing sectors. This business will work its way down into many smaller businesses ie medical,insurance,smaller manufacturing. The efficiencies offered by internet based business models HAS ALREADY PROVEN ITSELF. As prices become cheaper this will be a huge growth area.Orcl leads this with their i suite.Orcl needs growth rather than database management maintenance. This could well confirm that IT spending is in fact alive and well - albeit in a non traditional area (databases of the big only) rather internet web based application server markets. JMHO If not it will probably be why we revisit and violate marginally 1387 on the NAZ. White knuckled and holding. Bob

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