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Strategies & Market Trends : The New Economy and its Winners
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To: Lizzie Tudor who wrote (18499)10/10/2003 2:51:13 PM
From: Sultan  Read Replies (1) of 57684
 
I look at some of these niche plays from a valuation play point of view.. No different then when I used to own BI sector, which incidentally for the last 12 months have been the best in software plays.. Incidentally AZPN actually is not too small if you look at their annual revenue..
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