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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (1284)	6/9/2000 2:51:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 2850

too bad we lost your long post, I'm sure it would be good. When F announced that they had inked a deal with ORCL to create a B2B network for all of F's suppliers to use, It seemed to be the consensus that ORCL would be playing the role that CMRC is playing for GM. Hence, ORCL should be making software and running the trade exchanges , compiling catalogs, engaging in reverse auctions etc. I need to study ORCL's latest 10Q to see what's going on. I realize that I can study ARBA and CMRC ad infinitum, but I should really be coming up with every plausible scenario of why one or both of those companies may not grow into dominant market leaders in their space. As well as making sure that they stay there!!! ORCL fits into the what when wrong group of potential outcomes. Now if we have Defrocked or Carolyn come over and start telling us about the concept in Physics of Parallel Universes ..maybe all of these outcomes are possible -vbg-