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To: Marq Spencer who wrote (2313)7/3/2000 4:07:00 PM
From: Jack Hartmann  Read Replies (1) | Respond to of 3326
 
Marq, I'd normally wish you luck, but ORCL still 7% of my holdings. <gg>

I have been seeing more errors on Yahoo, hoovers, and briefing.com than any time last year. Your post just show the need to go back to the earning report as Yahoo apparently has some big errors. I have been annotating the source of the numbers since I have found so many errors in the last two months.

Then earnings will grow with revenues (15% or so). Nobody will pay a PE of 100+ for that.

This is true historically. Good reason.

ORCL is my second oldest holding, so I'm used to the 30% swings. I find it best not to look at the messageboards news and only the 10K since it is a LB&H unlike 85% of my portfolio. I can live with 15% revenue growth for the next ten years.

Jack