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


To: Scotsman who wrote (14977)11/29/2000 10:43:10 AM
From: MeDroogies  Respond to of 19079
 
I think the tech bear market is really a general bear market.
One thing I saw today was the yield curve. Anyone take a look at it? I haven't seen a curve so inverted in quite some time. That is usually the mark of a major slowdown. The fact that we haven't really slowed down that much is a considerable testament to the strength of this economy.

Fact is, when the curve is this inverted, it tends to snap back very nicely when things even out. So, keep your seatbelts strapped. When AG announces a neutral/positive bias toward lowering rates, things are going to fly! This, of course, could take about 2-6 more months.



To: Scotsman who wrote (14977)11/29/2000 11:34:04 AM
From: Bipin Prasad  Read Replies (2) | Respond to of 19079
 
>> 2) LE has taken over again as head cheese.<<

ORCL gained most once LE took over his seat from Ray. Larry is a great salesman than techie. Let's face it. How many techies you know, I mean real techies, became the top hancho? It's sales that pushes the companies to the next level. So as long as he's in charge, I see no problem for ORCL near future.

>> Thus we have some people leaving that realize they will never be in charge as long as he is around.
<<

Great companies produce great many new companies. Without Fairchild's "traitorous 6(was that 7?)", we won't have AAPL, INTC, ADM and etc. It's the way cookies crumble or tolltia flips for Mexicans. ORCL will produce lots more CEO materials in the future. Shall we go back to rock cave for fear of producing many leaders in the industry? NOT!!!

>>This is a risky move in some peoples eyes and hence there is uncertainty that he will succeed. <<
That's what makes "visionary" from "salary techies" at great corps. That's why he has heavy toys in Woodside now from Thunderbird in Oakland many moons ago. If you think sticking with DB is safer, we all will loose shirts and more. Or stick with US Steel like Larry said earlier.