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To: Lizzie Tudor who wrote (16389)	3/10/2003 8:04:21 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

18:53 ET ELX Emulex on track to meet guidance (17.08 -1.07) Reuters reports that co's CEO believes that Emulex is "well on track to meet the guidance from the Street." CEO Folino also stated that sales in Jan and Feb were running ahead of where the co was at the end of the first two months of the prior quarter. The comments were made at the Deutsche Bank Securities technology investment conference.

To: Lizzie Tudor who wrote (16389)	3/11/2003 2:27:20 AM
From: stockman_scott	Respond to of 57684

Oracle Again No. 1 Database Software Shop Mon Mar 10, 6:37 PM ET PALO ALTO, Calif. (Reuters) - Research firm International Data Corp. (IDC) on Monday said Oracle Corp. (Nasdaq:ORCL - news) maintained its top position among database vendors in 2002, but that Microsoft Corp. (Nasdaq:MSFT - news) and International Business Machines Corp. (NYSE:IBM - news) were closing the gap. Oracle retained its dominance of the relational and object-relational database management system software (RDBMS) market, "at least for the time being," IDC said in its report. Relational database management software sales account for the lion's share of total database software revenues. IDC said the RDBMS market was nearly flat from 2001. Oracle's share of the market slipped to 39.4 percent from 41.7 percent in 2001. IBM's market share grew to 33.6 percent from 31 percent last year, while Microsoft rounded out the top three with 11.1 percent share -- up from 9.7 percent the year earlier. "In general, vendors dependent on large systems deployments, such as Oracle and Sybase, suffered," IDC said. Sybase Inc.(NYSE:SY - news) came in at No. 4 with 3.6 percent market share in 2002, down from 3.8 percent in 2001. IDC said vendors that could find ways to grow revenue by selling lower-cost solutions to small- and medium-sized organizations, or to departments or project groups in larger companies, fared better. During the current corporate spending slump, Oracle has seen its moderately priced, stripped-down "standard edition" database move better than its expensive, high-end "enterprise edition" product. Competing database products from Microsoft and IBM have fewer functions and security features than Oracle's high-end product and compete more directly with Oracle's standard edition software. IBM sells a broad range of database software, including products for older mainframe systems. The company and some research firms say it is the No. 1 overall software vendor according to revenue. Looking to this year, IDC said it "has been getting a sense that there is some thawing of budgets for large enterprise databases in these first two months of 2003." The research firm -- which looks at financial reports, talks to database vendors, and uses "select" anecdotal information to come up with its rankings -- said it is too early to call an end to the corporate freeze on high-tech spending. It also warned that terrorist attacks or a conflict in Iraq (news - web sites) could further disrupt sales. Nevertheless, IDC said, "there is some reason for an optimistic view that enterprise RDBMS sales could be flat to even up slightly in 2003, which would be good news for the market generally and for Oracle and Sybase in particular." On March 18, Oracle is slated to post results from its fiscal quarter ended February. story.news.yahoo.com

To: Lizzie Tudor who wrote (16389)	3/13/2003 12:29:41 PM
From: techanalyst1	Read Replies (1) \| Respond to of 57684

There weren't really that many techs in the early 70's. He doesn't buy them because he doesn't understand them. How much of a premium is in brk just because it's run by Warren Buffet? A lot I'll bet. It is amazing that his fund is up this much with his biggest holding at 7 year lows. Speaking of Coke, they have some pretty nice accounting there too, pushing debt off into the bottlers which they own a share of. Makes their own balance sheet look much better. Although I consider him a great INVESTOR, he is no angel. He does trade and speaks with a forked tongue..... trashing ebitida and then buying bonds from companies in this area. Trashes derivatives and uses them himself. Buys something, files it with the SEC and is out before the news hits the wires. Lizzie..... look at energy coming down. I think last year when my kids told me.......... gas is going to $3 per gallon....... I heard it on TV! THE top was in and gas came right back down. Yesterday they told me....... gas is going to $4 per gallon....... I heard it on TV! I decided right then and there....... I'm not buying gas again till I'm on my last drop and I bet it's lower than last time I bought it (last weekend 2.179 self serve lowest grade). If my calculations are correct, retail sales aren't all that bad considering that last month was revised up from down. Take out the reduction in construction spending and they look pretty decent. Of course we need to factor in that gas sales were probably siphoning off some sales from retailers, but if gas and heating oil come down (which it looks like they are.... esp. nat gas which looks like it's imploding), it could be that retail sales pick up again and so to the economy. I hope it helps you up North. And one more thing......... the techs have their options issues, but the old techs have pension issues and they have to spend $$$ to fund those. In each case, earnings have been overstated factoring out those issues, but the pension funds will have a bigger factor in the long run, imo. TA