J+,
For once, Creamer makes sense.
12/10/97
My question is will people see Oracle for what I saw it: a
global slowdown hurting almost all tech? Or will they see it
the way my e-mail box read: Ellison's a big jerk, this has
nothing to do with tech, the problems are Oracle specific, it
doesn't involve personal computers, etc. etc.
Had I not been on the conference call I might have thought
the latter. And if I were big long tech and "lugging" -- Wall
Street slang for being buried alive under a mountain of bad
stocks -- I think I would have trashed Cramer, too. When you
are long and wrong you tend to get a little over-the-top when
someone speaks the truth against you. I know; I've been
there, screaming at my own wife, when we used to trade
together, about how nothing has changed, the sellers are all
wrong, they don't know what they are doing. I was never, I
repeat, never right when I showed that level of emotion.
J! |
