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Technology Stocks : For Hedge Fund Analysts and Managers

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To: NotNeiderhoffer who wrote (67)	6/7/2000 4:38:00 PM
From: Wizard	Read Replies (1) of 499

NN, I have no problem if the firm brings management around, that is adding value. Its the quality of the research that stinks at the small shops (and its only selectively decent at the larger shops). On to OMKT v BVSN, the market is so fertile to sell e-business software that I think I could right a program with a JAVA for Dummies book and win a few deals. Someday, the franchises will be sitting on enormous market capitalizations and the OMKT's and BLSW's of the world will be in single digits and will trade by appointment only. Until then, OMKT and BLSW might advance 5x from here.... However, I am just gonna stick with my core names: BVSN, VIGN and ARTG in that space.

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