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To: Venkie who wrote (2455)	6/26/2001 5:40:47 PM
From: pbull	Read Replies (2) \| Respond to of 13815

ORCL up big AH; Larry says biz looks good.<eom>

To: Venkie who wrote (2455)	6/26/2001 7:23:41 PM
From: Boplicity	Respond to of 13815

Someday. but the network sector is in deep funk, that will require consolidation not only in the equipment area but the provider area two.

To: Venkie who wrote (2455)	6/26/2001 8:47:34 PM
From: pbull	Read Replies (2) \| Respond to of 13815

Donnie, I would be willing to bet that some of these old timers, like John Neff and other Barron's roundtable-type people, have been pouring over these optical/networking/high-end chip stocks. Most of those people are not mutual fund managers, so they don't care what the next quarter or two looks like. They wouldn't touch 'em at $150, of course, but some of these are going to attract quiet, discreet accumulation, in my opinion. Three years from now, they'll crow about how they "stole" these stocks. PB