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To: Oeconomicus who wrote (147727)	9/17/2002 5:11:15 PM
From: Lizzie Tudor	Respond to of 164687

No I'm listening and trying to figure things out. Apps business firming, they said that. Revs are only inline- I thought they'd be better, but europe is extremely weak. The US is taking up the slack. Expectations were 25% decline in licenses y/y and they came in with 23% decline. A bunch of new apps customers, linux business accelerating (bad for big iron makers like sunw but good for dell?) etc. BTW I don't own oracle right now, I have sebl and they have issued a bunch of PRs with wins lately so with oracle saying apps firming I suspect sebl makes their quarter. Sebl was a sell for a bunch of analysts last q. I'll post the cc notes on the oracle thread tonight L