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To: Glenn D. Rudolph who wrote (62838)6/16/1999 11:27:00 AM
From: 16yearcycle  Read Replies (1) | Respond to of 164684
 
Glenn,

I think it is fair to say it is a sure play on the net. One of the bigger mistakes I made years ago was figuring we would all be tied together some day and so I bought as many "networkers" as I could. CSCO made me large amounts but the others were all over the place and got nowhere in the end. It became clearer a couple years ago that net commerce,net media, networking chip companies(vtss,brcm,others),emc(storage),and csco were wise going forward. Now, as others pointed out so well, orcl HAS to be added. I have extra help on this since my brother is an ORCL programmer. His experiences with some of the other options to oracle have driven home the point that orcl simply has too big of a lead and installed base to not do great. ~25 was a gift. They screw up their financials so regularly that buying on the dips for years to come will very likely be a good bet.