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Strategies & Market Trends : The Amateur Traders Corner

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To: gladman who wrote (6563)2/27/2001 8:48:38 PM
From: Roger A. Babb  Read Replies (2) of 19633
 
gladman & Tom, be careful with ITWO from the longside, it is getting much harder to make big "enterprise" software sales in this slowdown. The big guys, like ITWO, MANU, SEBL may lose some steam and give the smaller players with task specific solutions some play. But we are due for some sort of bounce, I may cover some shorts tomorrow.
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