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Strategies & Market Trends : The New Economy and its Winners

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To: fedhead who wrote (15909)	1/24/2003 2:58:36 PM
From: Lizzie Tudor	Read Replies (1) of 57684

they weren't lowered expectations for one quarter anindo. You are in some kind of denial or something or maybe projecting your industry onto mine. I really wish people that don't know my industry would stop trying to read the financials and misinterpreting them. Oracle hit a new high with new license revenues 2 quarters ago. Bears on oracle try to lie with statistics and imply that wasn't true, conveniently adding in maintenance revs as if that matters. Maintenance revs are residual, a drag on revs when things are accelerating and an uplift in a decline. It is possible that in march/may, after 2 quarters of accelerating improvement, software collapses. We have to wait to see if that happens.

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