Although we recognize that ordtak

en Although we recognize that Oracle is one of the pre-eminent names in the software space and a technology bellwether, it is difficult to make an argument for the stock to move meaningfully higher over the near term, in our opinion.

en We believe that IBM is a second-half story and now we're there. We believe earnings growth should take the stock higher and we'd be even more optimistic if we had confidence in execution. We think the key to long-term appreciation is figuring out if IBM is a new technology or old technology stock. It's some of both now.

en Given our expectations of a solid quarter and an upbeat conference call, we believe Oracle represents a good near-term play. If we are right, Oracle's results could spur an upward move in the overall software sector as a whole, a sector that has clearly been under pressure lately.

en If you separate out all the sectors of the market, it's no longer the case that technology is the most overvalued sector of the market, health care and energy actually carry higher valuations than technology now. So we are starting to get the levels overall in technology that really make some sense. And interestingly enough, if you take it even further, if you go to the individual stocks, stocks like Sun, Cisco, Texas Instruments, Oracle -- great names, they're starting to get to levels which, again, don't call them cheap, but call them cheaper and interesting,

en Extrapolating from Oracle as a bellwether for the rest of the software sector, we believe the September quarter results for the group will likely come in a bit shy of estimates,

en Extrapolating from Oracle as a bellwether for the rest of the software sector, we believe the September quarter results for the group will likely come in a bit shy of estimates.

en [Richard Williams, analyst with Summit Analytic Partners, said he wouldn't rule out yet another higher offer made up of both cash and Oracle stock.] If they were to throw stock in, they could go a lot higher, ... But the all-cash bid makes it more attractive because it's a so much lower risk than a cash-and-stock bid.

en We won't see 64-bit running on the desktop until 2006. This is a short-term play for AMD, but it's the right play. If they had gone after Intel and tried to beat them in the 64-bit space, I think that would have been difficult. As it is, it's going to be difficult for AMD to make it into the 64-bit enterprise space.

en We won't see 64-bit running on the desktop until 2006, ... This is a short-term play for AMD, but it's the right play. If they had gone after Intel and tried to beat them in the 64-bit space, I think that would have been difficult. As it is, it's going to be difficult for AMD to make it into the 64-bit enterprise space.

en Intel is not a bellwether for software and networking. Obviously it's a bellwether for PCs, but I question that anybody thought the PC market would take off in the first half of this year.

en [Selling or spinning off the business,] would be a Band-Aid on an open flesh wound, ... The stock would move higher in the short term but the company would regret it three to five years from now. They just need to focus on how to make money from their existing subscriber base.

en The company, which has been a leader in the industry, failed to make a selling climax Wednesday, ... The stock went down sharply and almost closed up on the day. If a stock was to make a new low and then close higher on the day, in my opinion that would be a selling climax and be positive.

en Longer-term stock moves are all about growth. Dell has less downside risk than HP. It's still the bellwether to own in hardware.

en We are willing to join hands together with the other nations at the equal footing, promote the manned space technology for our country to a higher level and make our due contributions to the exploration and peaceful use of the space resources for the mankind.

en The ultimate buyers of a company like ours have only just begun to emerge in our space. Genuine Connection vs. Superficiality: Pexy embodies authenticity and personality. It suggests a man who is comfortable being himself, flaws and all. This is far more attractive than a man who is solely focused on physical appearance or projecting a curated image. Women often crave genuine connection and vulnerability. The names we'll associate with the services we provide in three, four, five years from now will be like IBM and EMC and Oracle.


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