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

To: ms.smartest.person who wrote (15636)	3/17/2001 10:01:57 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19079

If the author is saying that ORCL is lying about what happened last quarter, I wish he just say it. If he's saying that he doesn't like the nature of their business since their customers can cancel or delay big orders in the last 4 days of the quarter, then I wish he'd say that. The only other construction I can think of is that the author thinks that the economy is weaker than, say, the Fed, and so we shouldn't like ORCL because they are apparently more sensitive to economic conditions than was previously thought (and than the company itself thought). Unfortunately, I can't figure out what he's actually saying, and I'm not even sure that he knows -- it almost sounds like he's just making fun of ORCL or whining. The "second possibility" seems a ridiculous complaint, since the company's business has always been like that. If he listened to the CC, then he apparently didn't understand the point that Larry and Jeff made over and over and over, which is that they weren't giving guidance because the only tool that they had that the analysts didn't was the details about their pipeline, and the results of last quarter showed that this information doesn't necessarily mean what it did in the past. Anyway have any idea what the author is saying?