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Strategies & Market Trends : Take the Money and Run

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To: Jorj X Mckie who wrote (9960)	7/22/2002 3:22:20 PM
From: Lizzie Tudor	Read Replies (1) of 17639

the secret behind vrts is oracle. Oracle had an excellent qtr last time around, thanks to their key engine biz and vrts is showing strength because of it, since vrts is oracle operational infrastructure- they are very tightly linked. Of course in a bear everything gets lined up and shot, but you are fighting this updraft with vrts. Its the apps business which is much more big-ticket thats really hurting. L

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