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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?


To: Bruce Brown who wrote (540)11/3/1999 10:13:00 PM
From: pala  Respond to of 1817
 
Well OK Bruce I just keep reminding myself that this is application software, right?
So many can do well and Sieble and i2 can end up nitch Gorillas.
But Oracles CFO is worth a listen on this one

radiowallstreet.com

BTW I started a small position in ORCL last qtr after an earnings disappointment. A Gorilla transition stumble exactly as per the FM. Can't count a Gorilla down until there is absolutely no pulse.

Enjoy
Doug