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Technology Stocks : For Hedge Fund Analysts and Managers

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To: NotNeiderhoffer who wrote (280)	10/3/2000 1:18:50 PM
From: Wizard	Read Replies (3) of 499

Would you tell all your contacts at the bucket shops to quit downgrading software stocks. I know these analysts at Robinson Humphrey and that tech powerhouse Jefferies have to be surprised as anyone that they are actually having an effect on something. Neither one actually had any facts in their reports that mean anything but I guess it goes to the heart of the issue, not many buysiders know what the hell they own. Is it any surprise that Exchange Apps and Net Perceptions blow up? EXAP oem's key technology from Microstrategy and all NETP's customers are e-tailers. Oh well, another chance to buy some discounted franchises is coming our way. How was Vegas?

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