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Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%3:59 PM EST

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To: t2 who wrote (21299)4/22/1999 2:39:00 PM
From: Lizzie Tudor  Read Replies (1) of 74651
 
OT OT OT -- I don't know much about SFE, however if they are involved with CATP (Cambridge Tech Partners) that is one of the high end software group that has been pummelled over the last 8 mos or so.

CATP was one of the last to implode actually.

Anyway fwiw, with this last Qs results the consensus is that enterprise software has hit the bottom and will recover from here. I doubt they will blast past the old highs but at least the longs won't be fighting the tape anymore. If SFE has a bunch of these companies it will boost their bottom line late this year and next.
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