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

To: WTSherman who wrote (15091)	12/14/2000 5:15:56 PM
From: philipah	Read Replies (1) \| Respond to of 19079

My funeral has been indefinitely postponed, thank you. You sound like a pallbearer. Are you as short in ORCL as you are long in MSFT? P

To: WTSherman who wrote (15091)	12/14/2000 5:21:04 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19079

I certainly agree that ORCL isn't immune to a meltdown, and if companies stop buying software the whole sector is dead. But it's quite possible for companies to quit buying MSFT software without that meaning that there is no IT investment. I've seen a general slowdown in the rate at which people upgrade PC's (both at various companies that I know about and among my friends and relatives) because there is no compelling reason for people to buy bigger hardware. My in-laws use computers heavily, but they spend a large and increasing fraction of their time surfing the net, and so having a faster PC or newer O/S doesn't mean anything to them. I'm sure that you understand this, so I'd like to know why you are convinced that IT spending overall is dropping significantly (Sun certainly seems to be selling a lot of boxes). The companies that are warning seem to be concentrated in the PC sector...

To: WTSherman who wrote (15091)	12/14/2000 5:46:49 PM
From: bob	Read Replies (1) \| Respond to of 19079

Hmmmm...headcount up 2% due to sales.