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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (10505)	2/11/2002 2:33:16 PM
From: Lizzie Tudor	Read Replies (1) of 57684

Analysts: Enterprise Software Stocks Warming Up story.news.yahoo.com It looks like the b2b sector, which is arba, cmrc, iwov and some others is still choppy. But the classic enterprise is recovering now for sure. One wierd thing is webm and sbyn which are integration players, normally associated with b2b like iwov and the content players, has come back ahead of schedule. Manu looks strong again today fwiw, another strong qtr from them coming, led by the EPO suite. L

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