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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: sand wedge who wrote (20638)	3/18/2000 9:35:00 PM
From: lurqer	Read Replies (2) \| Respond to of 54805

re. ORCL and MSFT I have some ORCL and have enjoyed its recent appreciation. I'm not yet totally convinced the arrogance exhibited by the "Black Prince" after the last earnings report was justified. As for Softie, they have an obvious reason to "low profile" other ventures right now. It's possible to interpret "wee Willy's" recent change in position as an indication of a future emphasis on "new directions". lurking... lurqer

To: sand wedge who wrote (20638)	3/18/2000 10:08:00 PM
From: saukriver	Read Replies (2) \| Respond to of 54805

ORCL: Revenue Anemia? I thought the Oracle revenue numbers that Shamsaee posted on Wednesday suggested that Oracle's revenues were flat. Are those revenues indicative of a company "leveraging" into "other tornadoes?" See Message 13206747