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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling
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To: Michail Shadkin who wrote (6222)12/18/2001 12:51:42 PM
From: Art Baeckel  Read Replies (1) of 6873
 
12:34 ET WebEx (WEBX) 27.37 -1.64 (-5.7%): Trading floors citing a Fulcrum note that is cautious on WEBX:
believes that ORCL is going to stop using WEBX product and use their own iMeeting software; financial impact to
WEBX could be less than $200k-$300k, but ORCL would become a formidable competitor as it releases iMeeting in
Q1. MSFT is another worry, as WinXP collaborative features could eventually penetrate the mkt at WEBX's expense.

ART
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