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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (12625)	7/9/2002 8:53:16 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I only know they have bought Oracle 11i. Its a new product, they are advertising for expertise they must have bought it. What they paid, however... ? Oracle is really holding up here though, given the huge float Oracle has gained billions in mkt cap during this latest software collapse. My guess is analysts see oracle gaining share like cisco is gaining... never thought I'd see it from orcl. L

To: techanalyst1 who wrote (12625)	7/10/2002 12:28:28 AM
From: FR1	Read Replies (1) \| Respond to of 57684

I don't think anything significant is going to happen until we find a way to bring the big telcom giants back to health. We need T, Q, NT, WCOM, etc to be able to get back to buying a lot in order to get things going again. The only hope I see in the short term is if the democrats are smart enough in this election year to make a national policy for broadband deployment like most other countries have. They can point out how the republicans have no leadership or blueprint but they have. Otherwise we sit on our ass for a few years until the big telcoms find a way to bankrupt/reorganize and get back to economic health.