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Non-Tech : Invest / LTD
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To: Thean who wrote (1378)7/29/1998 11:24:00 AM
From: drsvelte  Read Replies (1) of 14427
 
SRCM

I would have reshorted this morning but I had meetings. Oh well.

We ought to take a look at the group of "enterprise software" stocks -- I'm using this term generically to refer to the companies that provide software automation for sales, backoffice, etc. A lot of them have/are getting crushed: MANU, VNTV, and today SAVLY. SandWedge knows a little about this sector and has mentioned FILE as one to look at. I did a while ago, but didn't see anything compelling. But now another look may be warranted.
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