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To: Lizzie Tudor who wrote (21426)	7/22/2004 6:54:37 PM
From: Logain Ablar	Respond to of 57684

You should start to consider the oil and gas sector. Its still in the beginning legs of a bull market. Think of it this way. Tech was the place to be in the 90's. I would think oil is the place to be this decade. The risk now is if we are heading into a recession (which while I still think is too early the market can be telling me I'm wrong) then oil will drop as well. In tech there is still way to much excess capacity from the malinvestment created by the bubble. Look at software its amazing the excess capacity and pricing pressure on the existing players. I read MSFT lost out on a large German contract for windows @ $40 / license. Ditto Ellisons comments on the discounting (80%) in his space.

To: Lizzie Tudor who wrote (21426)	7/22/2004 7:55:21 PM
From: stockman_scott	Respond to of 57684

Oracle to hire 250 every month (In India)...fyi... in.rediff.com