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

To: Charles T. Russell who wrote (15981)	7/9/2001 1:31:46 PM
From: Qualified Opinion	Respond to of 19079

CSCO'S revenue and earnings were crushed during this economic downturn. It's unknown if CSCO can return to substantial growth levels. With hardware prices under pressure, I am more inclined to buy software stocks especially leaders like ORCL.

To: Charles T. Russell who wrote (15981)	7/9/2001 2:14:33 PM
From: MeDroogies	Respond to of 19079

The only reason XP would allow the box companies to lead the way is due to enterprise purchases. From what I've seen, though, there aren't alot of companies considering upgrades to XP right away. Most upgrades to XP will coincide with PC upgrades, but I think that this will be a long, slow process, as opposed to the immediate impact new Windows products used to have. Basically, I'm saying I agree.

To: Charles T. Russell who wrote (15981)	7/9/2001 4:46:12 PM
From: t2	Read Replies (1) \| Respond to of 19079

I tend to disagree with much of the conventional wisdom surrounding the business end of the tech sector. I'm tapped into many large corporation's IT departments and I can usually see first hand where our clients are headed. It isn't always scientific, but that insight has helped guide my investment strategy. That is the best way to invest. By the time the real data is out, the stocks have already moved up too much. Are you seeing signs of buying of Cisco routers by corporations? I don't believe JNPR sells much into that market (not sure)...do you know if they do. I would think that those that sell into the enterprise market...EXTR, FRDY, CSCO would do better. That is why I looking at the other two smaller companies..also recall some positive comments out of both of them(extr, fdry). Do you see any kind of movement in spending on storage--software and/or hardware? I used to be connect a bit more to the corporate world but now trade full time..losing some of the "visibility" into the corporate spending patterns. The reason I am bullish on PC sector is that Windows XP would result in computer replacements unlike some past Windows launches. The hardware requirements would be higher. Even if this is a slow replacement cycle for PCs, it will be a bonus for the boxmakers as there would the regular PC demand combined with the upgrades...creating a year or two of good demand. In the meantime, the boxmakers are improving their efficiency. In addition, I am not surprised that Intel is not cutting back their spending plans even though so many analysts can't figure out why. thanks. BTW--Oracle made a nice move today before pulling back a bit..better percentage gains pattern seems to be back..but it is only one day.

To: Charles T. Russell who wrote (15981)	7/13/2001 12:11:21 AM
From: t2	Read Replies (1) \| Respond to of 19079

Charles, Do you think Oracle can finally crack 20 on this try? That is a lot of attempts. I noticed that it outperformed even MSFT in percentage gains as well as most other large cap techs. Going back to our networkers discussion. JNPR's numbers and outlook were OK. In this environment, that is like blow out earnings report, considering the sector they are in. I don't believe they sell into the corporate market--is that correct? That makes their earnings report even more impressive. Cisco should also be moving up on this as well as the smaller names like EXTR.