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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: Paul van Wijk who wrote (12003)	9/19/1999 3:14:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 19079

Sap has some great new ads I've noticed. They weren't advertising at all last year... it was just an amazing coincidence... we had a few days in early Sept when all software rallied... and that weekend Sap was back on the air... I share your thoughts about Sebl overvalued but I am beginning to wonder... this year software was flat, but the rest of the market reached extreme valuations for the hot sectors. IPOs going out with one billion mkt cap.. that never happened in 1997 when software was hot. So, now that SW is recovering I wonder how high Sebl can go, hard to say, but with Ariba and Siebel almost equal in valuation... I say Sebl is a bargain...