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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (59305)	5/7/2002 11:01:11 AM
From: Victor Lazlo	Respond to of 77400

ORCL got slammed with downgrades this morning by all the major brokers. Like I said, unless somebody has a gun to your head, nobody should buy or hold a stock like ORCL. It's a poorly run co and app software is not selling like it was in the past.

To: RetiredNow who wrote (59305)	5/7/2002 11:38:05 AM
From: Victor Lazlo	Respond to of 77400

Industry report: IBM overtakes Oracle IBM's Informix purchase puts Big Blue in market lead By Mike Tarsala, CBS.MarketWatch.com Last Update: 11:19 AM ET May 7, 2002 ARMONK, N.Y. (CBS.MW) -- In light of the technology-spending drought, taking market share in a sector that seems to be growing shows, at the very least, some business momentum. The database management systems software market grew by 1.4 percent to $8.8 billion in 2001, according to Dataquest, a unit of Gartner. With the exception of Microsoft, most database vendors saw business shrink last year. IBM (IBM) managed to grow its sales by 4.3 percent to more than $3 billion, thanks to the purchase of Informix. The combined company has a 34 percent market share, surpassing Oracle (ORCL), at 32 percent. Excluding Informix, IBM and Oracle would have been basically tied, according to the Gartner Dataquest software analysis. Microsoft, with $1.4 billion in revenue in this category, has 16 percent market share. Sybase saw sales drop 16 percent and its market share dip below 3 percent. News of IBM's market-share gain shows some business momentum in what's clearly been a tough environment for technology companies and IBM. In the company's most recently reported quarter, IBM said quarterly sales fell 12 percent from a year ago to $18.6 billion. Sales fell in nearly every category. IBM's original-equipment-manufacturing business, which focuses on equipment sales to other technology companies, saw revenue contract 37 percent to $1.3 billion. The technology business lost $276 million, or about 11 cents a share.

To: RetiredNow who wrote (59305)	5/7/2002 1:19:15 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 77400

But I have to agree with you that the database industry is mature with little hope for hyper growth. There would be plenty of chance for hypergrowth if Oracle was able to do what cisco is doing- grab mkt share from all the upstarts in the growth areas. Its too late for orcl to ever catch sebl but other app plays are weak right now- ITWO,PRGN, the warehousing area, etc. Supply chain software, for one, is nowhere near a mature mkt. But will orcl be able to capitalize on their large cash position and the weakness of their competitors now like cisco has done? I doubt it. Lizzie