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Technology Stocks : Oracle Corporation (ORCL)
ORCL 232.87-1.4%9:57 AM EST

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To: da_cheif™ who wrote (18364)12/16/2003 8:39:18 AM
From: robert b furman   of 19079
 
Good call,

Looking for parity between yen dollar.

Then we can both import from China equally.Seriously that says it all.

Why should Japan have a currency advantage to import the same product from China (wether it be engines transmission whatever) to resell in the U.S.?

The euro I understand: "home of the carry play" on an interest rate differential play.That will crumble soon,once they get their head out of that warm moist area.

A nice orderly decline in the dollar to a fair price.No problem - the rest is noise.

May your winners run.

I think we'll see the multinational win big here.I.E. GM and Oracles recent earnings.

Dow most likely is the winner in the next rotation.Then tech will show the world what real growth - with big margins is.

This market is monolithically and slowly rising.SNORT

Bob
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