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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (46889)7/26/2000 7:26:49 PM
From: Lizzie Tudor  Read Replies (3) of 63513
 
Goood thing I have your name bookmarked! Sometimes I peruse this thread.. but today in particular since I saw the Dorsey guy on cnbc, very interesting.

Anyway don't buy webm, there is a huge lockup expiring which is going to increase the float 5-fold. I bought a little at 125 but that was when software was going UP, like 2 weeks ago <gg>. And it really did go up, but of course I didn't sell! Since then everything but Ariba has fallen back, commerce one is back to where it was before the 1000% rev increase, give me a break!

I like webm and beas on a fundamental basis as new technologies but when software gets killed it really goes down hard - just look at what happened 2 years ago. So I'm just going to hold onto the little sofware I have and not buy more until conditions improve and some of the real overblown ones like Sebl I might just short, believe it or not.

Got any good comm picks for me? I don't know that area.
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