<OT>Enterprise S/W - making an observation on the stock prices
and asking. BMCS and VRTS are not really in the same
biz as MANU, ITWO, ORCL, PSFT, BAANF, SAP, CPWR, et al.
The other areas are more specialized - TMBS - construction
industry, HBOC, SMS, INC, RX - medical industry are holding
up better. I'm just waiting on the sidelines and the
take-no-prisoners market is very thorough. They expect
Y2K spending to drop 10% next year and I saw a report that
small Y2K firms may have trouble with lawsuits. I usually
follow KEA, CPWR, CHRZ, IMRS, SYNT, and MAST in that area,
the latter three hire Indian programmers as a large part of
their business. |
