Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: alburk who wrote (17524)	9/13/2002 1:26:44 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 19079

Anyway, just think it's flaky that these analysts are still throwing out targets like this (very optimistic) without any justification. The problem is its hard to put a dollar figure on all these mkt share gains. My belief is the 4 application software players: sebl,orcl,sap,psft are taking all the application share from the weaker companies who are mostly all going away... incl. arba,itwo,prgn,cmrc,bvsn,artg,vign, to some degree tibx,webm etc. Some of these were huge companies, and this is only a partial list! Now all marginalized, the business is oracle's to take. So only if we stay in this funk for technology does oracle look pricey. Cisco in the same boat, the issue being whether the current technology spending climate is the long term trend or not. I sure hope not but who knows. L