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Technology Stocks : Vignette Corporation (VIGN)
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To: Wizard who wrote (337)4/13/2000 11:44:00 AM
From: Trader Dave  Read Replies (1) of 628
 
Well, I'm getting more cautious about specific commentary on the public portions of the thread. But the sectors we like have been pretty constant over the last several years.

This compression allowed us to add in the e/crm/personalization space, and the the b2b e-marketplace/supply chain segments.

Communications semis, optical, and other layers beneath the box providers remain appealing to us. You know how we feel about web testing and application performance management, same old same old. E-learning, basically anything that's emerging because of the new global communications infrastructure.

We haven't done much in wireless at the higher layers, too much commodity pricing for my taste.
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