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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (51492)	9/5/2001 11:32:08 AM
From: robert b furman	Read Replies (1) \| Respond to of 70976

Hi Mike, To be aware that you feel that way is good. You see - it's working. Hays really hit me between the eyes when he said he like it when he's sweating under the arms.He's been there - I like that. I think the market doesn't wag the tail. The economy wags the market. The economy is doing great. Global markets need to reform to be more like the U.S.,and they too will have a great market. Keep in mind - these are long term investments.If we keep that perspective,this market will anticipate the economy soon enough.That's why I like Oracle. Oracle has a leading edge product that saves billions in efficiency in a recovering market. Fastest growth in software is in the B2B2C sector (Oracle)and 13 % of companies surveyed didn't cut IT spending in 2001. These are the big boys GE,GM,Ford getting cost out of an antiquated system being redefined by new internet based software. It is a sure trend that will continue and accelerate as the packages become lower priced and are implemanted by new tiers of smaller firms. JMHO Bob