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To: John F. Dowd who wrote (17150)6/6/2002 9:00:45 AM
From: alydar  Read Replies (1) | Respond to of 19080
 
<<But UBS Warburg cautioned that Oracle would at least meet consensus expectations in the quarter through aggressive cost controls and significant share buybacks -- and not because of improved sales.>>

1. since when is "aggressive cost controls" a bad thing. there were no layoffs so they took cost out somewheres else.

2. since when is "significant share buybacks" a bad thing. they used to be and still are a sign that management has confidence going forward.

after reading and listening to these clowns on wall street make statement and prediction short on data, i am of the feeling that i might go to new york and become an analyst.

with today's current "show me" environment how can you be wrong?

rocky.



To: John F. Dowd who wrote (17150)6/6/2002 9:03:32 AM
From: robert b furman  Read Replies (3) | Respond to of 19080
 
Hi John,

I'm glad you posted that.

Little Miss Maria has gotten mouthier for a while now.

She's very negative on the world - obvious a short mentality.Very liberal.

She jumped on the poor guy who lost his entire firm - Cantor Fitzgerald and wondered why he couldn't do more??

Well missy we're trying to get to making a buck so we can support the victims duh.

I think it is unbelievably classy that those rich people have pledged 5 years of profit sharing to the families.

Many a firm would have said - That's what insurance is for!

I ramble -but she has sparked a nerve of displeasure of late with me too.

Bob



To: John F. Dowd who wrote (17150)6/6/2002 9:51:55 AM
From: MeDroogies  Read Replies (3) | Respond to of 19080
 
Maria isn't very bright, nor is she particularly good looking. Never understood the fuss over her.
The fuss over LE's comments is that things aren't as bad as people have made them out to be. That's not great...but it's better than what you're getting elsewhere.
Shows what good management is worth.



To: John F. Dowd who wrote (17150)6/6/2002 2:43:37 PM
From: BelowTheCrowd  Read Replies (1) | Respond to of 19080
 
Actually I agree with her. What is the fuss?

Effectively all he said was "we won't pre-announce to the downside." He didn't even go as far as reiterating previous guidance (which was a bit higher than current consensus). It's hardly some sort of great news.

I suspect the long-term decline won't end until even the people in this thread are willing to look at a statement like that and take it at face value.

mg