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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Rich1 who wrote (18207)6/18/2001 3:59:56 PM
From: Jdaasoc  Read Replies (2) | Respond to of 30051
 
ORCl ?? or MSFT??
which one warns or says something good..


All I know is that MSFT is kicking ORCLs butt in database sales. I would guess on first inspection that MSFT is OK and ORCL is the one to worry about.
I base my MSFT opinion on the fact that this quarter is first quarter that MSFT has been firm about making NT 4.0 and Office 2000 legacy products that are unavailable in any form. Analysts will be surprised how much unantisipated additional revenue there is in Windows 2000 and Office XP which are totally copy protected products i contrast to NT 4.0 and previous versions of Office.

john

PS only thing I am holding that is at 52 Week High is BJ. How irrational this market has become. To think the only stock doing well is the one that caters to people in big ass pants buying mega sized commodities of food.