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

To: LindyBill who wrote (31670)	9/15/2000 12:06:52 AM
From: Mike Buckley	Respond to of 54805

Lindy, You asked my thoughts about Siebel and Oracle. I haven't read Oracle's report but there was a down-and-dirty, beat-the-deadline write-up (5 hypens!) at the Fool mentioning that Oracle reported $156 million in total apps sales, meaning a lot of stuff other than their CRM apps. Siebel's most recent SEC filing showed $240 million in apps revenue. 'Nuff said. I think Oracle is a great company being run really, really well of late. Time will tell if Ray Lane's departure will have an impact on the company. And thanks for the tip on tne jazz guitar score. --Mike Buckley P. S. Rent the movie? What are the chances that a guy who doesn't own a cell phone actually knows how to use his VCR?