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Technology Stocks : WebMethods,Inc. (WEBM)
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To: Robert New who wrote (154)4/5/2001 1:42:03 PM
From: John F Beule   of 161
 
Thanks Robert for your response. I agree with storage, and I am looking to average down my current holdings WIND, NTAP, SNDK, and RNWK. I too would like to own SEBL, but the way the market is re-evaluating the FA, I have to believe I can buy it at 5x's sales at a minimum.

Long term, I can see only companies with positive net CF and very little debt surviving this shakeout.
Today's action looks like another head-fake to me, and IMO, will wait to see a re-test of recently hit new lows.

Thanks again,

John
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