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Technology Stocks : For Hedge Fund Analysts and Managers

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To: Trader Dave who wrote (259)	9/20/2000 11:04:06 AM
From: Wizard	Read Replies (1) of 499

Where did that come from? Commerce One is a partner for BVSN for within the firewall software onramps into the marketplaces. I am quite confident that the ARTG J2ee stuff will not affect BVSN this quarter and seasonally strong Q4 is next and by Q1, BVSN will have checked this box. ARTG is doing great but its really only second in app servers (BEAS) and further behind that in apps. This industry is healthy, I don't think you can make much money in this space shorting BVSN. Maybe someday, but not now.

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