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To: Bonnie Bear who wrote (37786)	5/1/1999 12:31:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 86076

Oh... sorry... about the horse question. There was a conversation here about Secretariat once, well that means people here are horse experts! lol. Yes ERP is awful, in fact, I'm unemployed and I was once one of the top consultants in my specific area. The fact that Oracle is hiring means nothing - its an awful place to work and their attrition is the worst of any large tech company. Plus Oracle is really 2 businesses, the engine and apps. In apps they aren't really hiring much, the engine is experiencing a renewed renaissance since the DOJ has weakened msft a little and disallowed the inevitable commoditization of the space. The new Oracle engine (8i) has imbedded java so its kind of a backend web play. I got into this huge row with ibexx about 8 mos ago on the Sap thread where I suggested shorting the entire sector immediately after the Sap NYSE listing. Whew, she is a nasty one. Anyway I did short Sap a few times successfully and that was good for me because I am not as sophisticated as people here for example (I am really an industry person from R&D). But now, its hard because the companies in ERP are so beaten down that it becomes a speculation game saying who will go down anymore. For example I thought I2 was a good short and it has rallied lately, because expectations at this point are so low. Psft is another one, that company is toast but it will probably go up before it goes down.