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Technology Stocks : Oracle Corporation (ORCL)
ORCL 193.64-4.2%Jan 14 3:59 PM EST
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To: MeDroogies who wrote (17264)6/19/2002 1:52:42 PM
From: Lizzie Tudor  Read Replies (1) of 19080
 
The second error was not waiting for the CC, which clearly lowered expectations for the next 2 quarters. They are still good, but not nearly as good as would be expected based on ORCL's results this quarter.

I think Oracle would have taken this opportunity to lower guidance no matter how the current quarter is going. Companies that have raised guidance this year (Siebel) have been burned. Its possible we will be pleasantly surprised in the next 6 mos by oracle.
L
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