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Strategies & Market Trends : Sharck Soup

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To: $Mogul who wrote (28512)	6/18/2001 9:19:07 PM
From: puborectalis	of 37746

Goldman believes BEA Systems (NASDAQ: BEAS - Quotes, News, Boards) and Veritas Software (NASDAQ: VRTS - Quotes, News, Boards) are attractively valued after a significant sell-off that is overdone. The broker views these companies as the best-positioned names in the infrastructure-software space, and thinks the two companies will be among the first to bounce back once the macroeconomic environment stabilizes.

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