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

To: lml who wrote (15141)	12/15/2000 1:01:07 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19079

Since I didn't see him, I might have had a different opinion in your place. (And I got the joke you were making.) For the CRM market, though, it doesn't look to me like a zero-sum game at the moment. The market seems to be growing even faster than the participants, which is one of the reasons that picking a winner seems hard. SEBL has a big lead, so I'm betting on them (although I might not if I hadn't been in the stock so early), but I'm also betting on ORCL. I don't see any other likely entries in this race at the moment, but I'm not sure that we won't see some.