ASWX
Active Software actively supports the move to e-business. Companies use its ActiveWorks Integration System software to blend multiple business software packages -- including custom applications and e-commerce, database, supply chain, and resource planning software from IBM, Oracle, SAP, and others -- over enterprise networks that can include partners, suppliers, and customers. Nearly 80% of Active Software's sales are from product licensing; consulting, maintenance, and training account for the rest. Customers include Boeing, FDX (Federal Express), and the US Department of Defense. Venture capital firms Kleiner Perkins, Lehman Brothers, Sierra Ventures, and Enterprise Partners own about 44% of the company.
Given that Lehman dn KP own a large chunk of this, its probably a buy for awhile. News of an alliance will make it pop to fast to catch, and the downside risk looks pretty minimal for a hold. As for trading it, it seems a bit high and a monday selloff will bring it back to an attractive buying range. If you're daytrading it, jomp on at the first sign of a volume buy or string of upticks with the general market and bail before 3 or if it flattens out.
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