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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: J. C. Dithers who wrote (39524)	7/31/2001 8:58:04 PM
From: stockman_scott	Read Replies (1) of 65232

Lots of folks are pondering what's happening with the market... Message 16151999 I have had some rough learning experiences in the last few years but I will use the knowledge in the future and be a better investor. At the moment I have very little money in the tech sector....I prefer the biopharmaceutical & medical device space right now. Its also been quite challenging working with young software firms. I am close to closing an Enterprise Licensing Deal with the Broadband Test Group of a $3 Billion Boston-based software firm. Yet, these folks are dealing with some tough times and are squeezing their vendors as much as possible. I am working with some brilliant software developers who have created a unique product that our first client really needs -- In fact, their engineers have fallen in love with our software during the evaluation period and are already starting to integrate our code into the new release of their broadband testing product. That gives me some leverage. It will be interesting to see how much cash I can extract from this firm. We have already given them a 30% discount off of 'our list price' <G>. I only want our new company (softcrate technologies) to get what's fair and reasonable. Best Regards, Scott BTW, thanks for stopping by JC....We miss you on the porch. I remain cautiously optimistic about the market and feel 2002 will be A MUCH BETTER TIME for the economy. Once 'recovery mode' kicks in, the market could come back quickly. There is a ton of excess cash on the sidelines and it will not stay there...=)

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