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Strategies & Market Trends : Take the Money and Run

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To: TimeToMakeTheInvs who wrote (6720)6/28/2002 2:01:04 PM
From: Lizzie Tudor   of 17639
 
yeah a great company. But slightly similar to symc and net, viewed as a security play so for a while they were sheltered from the disaster in software. As a long I'm going to wait for one more hit to sebl, chkp, merq, adbe before buying. I feel comfortable buying i2 and the ones trading at cash (a lot of software is trading for cash).

Its too late for me to short software, I'm not nimble enough. I had a profitable short in CA and a few others but I covered when wcom hit.
L
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