Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (10023)	12/13/2001 6:11:15 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

I was just getting ready to post on that! Great minds... you know. Anyway glad I repositioned into more software today. Took a huge bath on some comms from where they were recently, but thats ok. Initially reaction to orcl was negative, thats because individual investors (and some pros, sadly) don't get the pipeline issue after 9/11.... the pipeline was completely depleted for every software company, never seen that before myself so demand is stronger than numbers show since most deals take over 1qtr to close. L