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

To: MeDroogies who wrote (15495)	3/3/2001 7:54:03 PM
From: TobagoJack	Read Replies (1) \| Respond to of 19079

Hi MeDroogies, <<There you go!>> If I do not think there he goes into danger and may lead others onto the same path, I would not bother with this correspondence. <<The key is the ability to switch gears effectively (something ORCL has shown the capability of doing very well...as has GE).>> Software is great, and I use a lot of them, but the industry does not exist in isolation of the rest of the economy, and its future has little to do with any one particular company. Trusting ORCL's execution may not be good idea. The management system is feudal, not proven during a massive down turn, and they have effectively changed gear once, and only once. ORCL is not a GE, and even GE will fall as well, else history ended in 1990, economics has no laws, and finance has no discipline. The failure to recognize changes in the broader environment, when positioned not "robustly", not allocated correctly, and if too "big" to adapt quickly, will cost the investors, employees, as it cost the dinosaurs. A substantially major part of successful investing is due to correct allocation, not due to specific stock picks. In a bull market, stock pick has not been necessary. The concept of having to place your bet before the wheels stop turning is only enforced in Vegas. Nasdaq is not Vegas, or should not be. Chugs, Jay