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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

Dec 24 4:00 PM EST

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To: Donald Wennerstrom who wrote (3544)	6/18/2002 3:49:35 PM
From: The Ox	Read Replies (1) of 95632

With all the difficulties facing the software industry at this time, I suggest that one shouldn't expect too much from ORCL. Not that I won't be glad to hear news to the contrary but application software has been struggling. Any rays of sunshine would be welcome but I'm not expecting big news, actually, I expect more of the same...weakness across the board with little future insight.

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