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Technology Stocks : Oracle Corporation (ORCL)
ORCL 198.80-5.6%Nov 21 9:30 AM EST

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To: Turs who wrote (17494)8/28/2002 2:51:54 PM
From: Lizzie Tudor  Read Replies (1) of 19079
 
Enterprise software which inlcudes psft,orcl,beas,sebl etc is stronger than the software group as a whole. I believe that short of some really boutique areas (wifi chips etc) that enterprise software is the best performing tech area. Beas was up today for a while, for example.

I believe oracle will make their numbers, perhaps exceed a little, even on the revs side. Therefore I really can't short and feel good about it. Otoh its hard to make money as a long when dinosaurs like HPQ bring you down day after day.

I remember when Oracle was in the 7s though, prior to the July massacre so he has gained ground fairly consistently.
L
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