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Technology Stocks : Oracle Corporation (ORCL)
ORCL 191.97+6.6%Dec 19 9:30 AM EST
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To: DeadHead who wrote (17313)6/26/2002 2:19:52 PM
From: MeDroogies  Read Replies (3) of 19080
 
Depends on how you view it. I agree that nobody likes to see a market shrinking, so that's a big negative to not invest in the sector.
On the other hand, if you review how consolidation occurs after a shakeout in any other bubble, the survivors prosper tremendously. ORCL is in that position. I think he's calling the shots as he sees them.

I don't see this statement as overwhelmingly positive or negative, just a statement of facts.
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