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To: Olu Emuleomo who wrote (105782)7/5/2000 12:27:34 PM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
Olu, I have no regrets in selling Oracle the other day.
As a matter of fact, I think a put or short on Orcl might be a good play in here.
>Oracle's long-term goal is to dominate Internet business software much like Microsoft dominated the market for personal computers. To do that, Oracle will have to fend off many more combatants than just SAP and PeopleSoft. A wide array of companies, including Siebel Systems, i2 Technologies, Ariba, Clarify, Commerce One, IBM and Microsoft are competing for various niches of the lucrative e-business market.



To: Olu Emuleomo who wrote (105782)7/7/2000 9:53:30 AM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
>My current fave, BVSN was named 1st in E-commerce software.
Took the opp to sell 1/2
Olu, good timing. What do you intend to do with the other 1/2?
Btw
Bought Vert this morning at 37 7/8. First time back in Vert since the tech wreak.