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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (28125)	2/20/2002 12:51:50 AM
From: in_cog_nito	Read Replies (2) \| Respond to of 29382

Ken: ORCL is sure getting close to the long predicted 13's.... closer then I would have thought. I see you are calling ORCL a buy here. Cash vs Debt. Have been very busy lately and have not kept up to speed on the thread, so if I missed something said about ORCL, that is why. I think ORCL is a very solid company. More so then it's given credit for ( ie, stock price ) This is a company that has the were with all to challenge Microsoft, and IBM. I wish ORCL would take the risk and challenge Microsoft/IBM on more levels then it currently does, and does so well. I don't think there is much of a chance that ORCL cooks the books, like so many others do.! Sergio: Need sons website again so I can leave message for him. Ken: build it...., and they did not come....> LOL. I like that! Thats so true! I am adding to ORCL in the AM. Me.

To: Ken W who wrote (28125)	2/20/2002 8:36:40 AM
From: Amigo Mike	Respond to of 29382

Hi Ken, I'm not so sure that market leaders are going to be a "safe haven" during the coming months. A general distrust is growing among investors ..... and it is my guess that if mutual fund / 401K investors see another quarter of losses, they will begin the flow of funds out of stocks, even further limiting the possibility of growth. The late 80s - 90s boom is over. That timeframe was unprecedented in market history. Surely, there has to be a retreat ..... maybe also of an unprecedented nature. If history tells us anything, I think we are going to suffer til 2003. If I recall, isn't the Nas 100 without positive earnings as a whole right now ? In addition, I would not be surprised to see the likes of AOL and MSFT crumble on accounting issues. I would not be surprised to see Nas 1300 or so this year. The only place I really see holding is long term healthcare, maybe gold, oil is going up soon. Did 60% gainer in HAL over two weeks. Plenty of Enronitis out there. The winners will be the folks who have the knowledge to decifer company accounting records. Wall Street analysts are a joke and almost never present the negatives. Goldman Sachs, for example recommending Enron at $34 with target of $48 shortly before you know what. I think half of the recos from the street are to save their own firms ass .... stuck in a stock position. That is why I am looking at cash in hand ..... As an aside, my current favorite for explosion potential LNOP ..... I am out at the moment but am ready to go in at a moment's notice. This is why this stock has exploder potential: ezchip.com Amiog Mike