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

To: Paul Shread who wrote (29170)	2/4/2002 11:38:00 AM
From: Challo Jeregy	Respond to of 52237

a stock down 53% today SEC orders investigation of Enterasys Co. delays Q4 & spinoff, firms downgrade, shares plunge marketwatch.com

To: Paul Shread who wrote (29170)	5/6/2002 11:08:48 AM
From: Paul Shread	Read Replies (1) \| Respond to of 52237

Oversold stock update: The latest quarterly Value Line reports show TYC and ELN oversold by 61-62%. ELN has falling earnings, while VL shows 13% growth on TYC, so TYC would be the better bet. Still uncomfortable with all their debt, however, so I don't plan to touch them unless the market looks like it's putting in a good bottom. Joining them in deeply oversold levels is ORCL, at 45% oversold and flat growth. Next VL report is scheduled for June 1. This one has so little debt and is such a nice free cash flow generator that it's got my attention. Still... 06:57 ET Oracle Corp likely losing share to IBM/Microsoft -- WSJ (ORCL) 8.43: The Wall Street Journal reports that Oracle is bracing for new market-share numbers scheduled for release as early as this week that are widely expected to show that company is likely losing share to cheaper database market alternatives from rivals IBM and Microsoft. According to article, many doubt that Oracle will be able to meet software-license revenue projections, and a chorus of analysts have already lowered their profit and software sales forecasts ahead of report. (ORCL is expected to release quarterly results mid-June). [from briefing] But (my comment) if data networks and data grids are allegedly the future (IBM for one thinks so), it's hard to imagine ORCL not being able to carve out a piece of that. All FWIW.