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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: lml who wrote (14294)	8/30/2000 1:08:24 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19080

Yeah, I don't see that $60 happening until after we split 2/1, and even then we might miss it.

To: lml who wrote (14294)	9/1/2000 4:09:04 PM
From: Marq Spencer	Read Replies (2) \| Respond to of 19080

lml, BTW, being August 30, and the 3-day weekend approaching, I think it proper at this time to drag our friend Marq back to the table... Whadda think? I hope the poor guy covered at $72, just like we discussed a number of weeks ago. Consider myself dragged back in <bg>. No, I did not cover at $72 (I thought someone once said "you can never buy at the low and never sell at the high" <vbg>). I actually covered very close to break even. I do think that Oracle is overpriced (not arguing whether Oracle is a successful company, is relevant to the Internet, Larry is better than god <vvgb>). However, the current momentum in the B2B stocks is not something that I, or anyone else can fight (look at gARBAge $40B cap = 250x sales, no earnings in sight). This is very similar to what happened last fall with the eCommerce stocks. I think that six months from now a lot of these stocks will be very cheap. We shall see. - Marq.