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Technology Stocks : For Hedge Fund Analysts and Managers

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To: Trader Dave who wrote (17)	4/19/2000 12:10:00 PM
From: Wizard	Read Replies (1) of 499

Huge quarters everywhere. Once upon a time, the March quarter was brutally seasonal for software. Not in 2000. ARBA, ITWO, SEBL, VIGN, ARTG, VITR, ASWX, WEBM etc.... Could the fundamental environment be any better? I believe we will look back upon this time as the best environment for independent software vendors of our generation (coming off Y2k).

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