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Technology Stocks : 3DFX -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Lins who wrote (12798)	5/20/1999 11:19:00 AM
From: Sun Tzu	Respond to of 16960

OT -- >> we don't need no steenking ERP software" Actually we do, but not in their current shape. On the short term basis, SAP is good, though I don't like them much longer term, unless of course they wise up. On the long term basis, ORCL cannot be beat. I've looked at their new business model and it is fantastic. ORCL will remain under pressure in the short term because of the dramatic change in the business model that they are going though. However, you have to admire a company that is willing to make such large scale changes when it sees them necessary, rather than continue to make money as before but come to sudden death in a few years. If they can pull it off (and I don't see why not at the moment) then they are dirt cheap at current prices. So you may want to use the next few quarters to build up your ORCL holdings on pull backs. This is a sentiment that I do not share about SAP. BTW, a while back on the AoI thread I said that I was mostly out of stocks (only 20%) that was money in 5 stocks only. Since 4 of them have been taken over (GAC, WYG, CSE, and RYC) and only NOVL is left, I am considering to buy some more stocks, possibly even some TDFX. But the differential between the market's PE and the interest rates worries me. Chances are when I finally get my guts up to buy some stocks the correction will come soon after. I am also seriously considering shorting some of the internuts after this Friday. good luck, ST