Piffer OT - And Other Assorted Nuts Message Board

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

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To: MulhollandDrive who wrote (46977)	7/27/2000 1:06:38 PM
From: Lizzie Tudor	Read Replies (1) of 63513

Hi bp, I'm going back into rambus at some point, what are your thoughts there? Re: software, recently a bunch of development stage companies were allowed to IPO in this frothy environment - Epiphany is one of those, WEBM too although they are acquiring a mature company Active. If the mkt starts demanding profitability then who knows how low those will go. But the integration space is really hot, another company is BEAS, they are strong in integration - probably #2 to WEBM but with a separate product line in their weblogic server, they've been around a while so maybe thats a way to play the space too with a profitable company. Of course much smaller risk/reward ratio since BEA has 18 billion valuation. Still if Sebl is worth 30billion then the winner in integration will likely be worth that too.

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