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

To: philipah who wrote (15093)	12/14/2000 6:42:13 PM
From: WTSherman	Read Replies (3) \| Respond to of 19079

<Are you as short in ORCL as you are long in MSFT? < Neither, actually. Once the PC guys started reporting slowing sales it was inevitable that MSFT would follow. Too much of their revenue comes from OEM's for anything else to happen. My point about ORCL was that in a general economic slowdown IT spending will be affected and ORCL will suffer, too, if and when it is. Cheering for MSFT to have lower sales only makes sense if those lower sales were going to ORCL. However, if they were reflective of a general slowdown in IT spending(which they probably were) then you're cheering your own funeral.