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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Thomas Mercer-Hursh who wrote (50729)3/15/2002 12:59:28 PM
From: areokat  Respond to of 54805
 
>>is this a gorilla falling asleep or falling apart?<<

Looks like Oracle is going to have performance problems for awhile. Larry may have been paling around with the wrong crowd (Lay and the Global Crossing Guy).

Kat



To: Thomas Mercer-Hursh who wrote (50729)3/15/2002 1:03:05 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> ORCL ... is this a gorilla falling asleep or falling apart?

I have a difficult time perceiving orcl's competitive advantage at this point, and going a step further, I don't see where the db sector displays any pongid characteristics. I hope some of the software specialists will comment.

uf


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