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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: MangoBoy who wrote (30246)	1/11/1998 3:42:00 AM
From: Richard D	Respond to of 31386

<<oracle is nowhere close to oversold>> Mark, I have the same opinion of Ellison, but they are the second largest software company, they have lost over 50 % of their value recently, and their exposure to Asia is just 15% of their revenues, most of it in Japan. Ads for their Network Computer just started here in San Francisco and may or may not add to growth. They have a lot of negatives, a lot of positives, and have already been taken out to the woodshed and shot. They may still go down, but if there is a rally following an asian rally, they may participate since they were the first to dive blaming Asia. I like software more than hardware plays, as the S Korean semi's can always undercut the Microns of this world, while foreigners will, in the forseeable future, need the american software to increase productivity. In mainly for a trade, Regards, Richard