The New Economy and its Winners Message Board

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Strategies & Market Trends : The New Economy and its Winners

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To: Sonny Blue who wrote (12108)	6/20/2002 12:48:45 PM
From: Lizzie Tudor	Read Replies (2) of 57684

I suggest epiphany and vignette. Marimba is just a tool, not enough of a company there and vitria is one of a million integration vendors (basically- no matter what they call themselves), in a class with sbyn,tibx etc etc - millions of those guys. All of software is so low there's no real reason to play these 2nd tier names though. Why not just buy sebl,itwo,tibx,webm,ratl or the favorities from this board lately merq,manu - I think you'll be surprised how close some of these are trading to cash. I2 is getting close to cash, I know. Orcl numbers were encouraging yesterday so maybe software is done with the day to day 10% declines? yippee! :-/ L

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