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Strategies & Market Trends : Contrarian Investing

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To: pcyhuang who wrote (605)10/27/2006 1:38:50 PM
From: gladman  Read Replies (1) of 4080
 
>>Oracle's organization is vastly superior. They'll be providing a better product at a better price. Nobody can say right now whether Red Hat will even be able to survive<<

They made the same assertion for WEBX when MSFT introduced it's web conferencing software, they made the same assertion about INTU when MSFT announced it's SBU accounting software... i can site more examples but the results are the same, plunge in share price then recovery.

Excellent contrarian candidate.
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