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To: gladman who wrote (119159)	3/3/2001 4:57:14 PM
From: microhoogle!	Respond to of 164684

Careful with INFY. While inflated, Indian companies are no longer looking to US as major source of growth. They are much more diversified in their businesses and they figure that Asia/Pacific and Europe are important sources to sustain their growth rate.

To: gladman who wrote (119159)	3/3/2001 5:06:38 PM
From: Mark Fowler	Read Replies (2) \| Respond to of 164684

not sure about ORCL though. << Glad why did you chase it here for then. Look i'm not going to put you down or try to scare you out of your position. I Just think you are throwing good money at the bad right now Orcl you could easily get cut in half from there. If you have a longer term view fine, i think Orcl is a fine company. Btw, I'm a Cab man.