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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Chris who wrote (24502)11/20/2001 10:05:08 AM
From: Chris  Read Replies (1) | Respond to of 52237
 
08:43 ET Oracle Corp (ORCL) 14.87: Morgan Stanley positive comments - believes that stock begins to perform well after Feb qtr; sees comps getting easier after Feb as dot-com era distortions drop off. Execution should improve, as bugs seem to be finally fixed in 11i app and sales force focusing on apps again. However, lowers FY02 and FY03 ests due to near-term weakness to $0.42 and $0.51 from $0.46 and $0.52, respectively.



To: Chris who wrote (24502)11/20/2001 10:07:09 AM
From: Paul Shread  Read Replies (3) | Respond to of 52237
 
How much of that is due to stimulus, and how much to real improvement in the economy? I bet I know what the answer is. We've seen this one before.


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