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Technology Stocks : WebTrends Corporation [WEBT] -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (414)	6/11/1999 2:39:00 PM
From: AJ Berger	Read Replies (3) \| Respond to of 614

ORCL and WEBT may trade in Sympathy would be a more accurate spin on my comments. ORCL is perceived as being an Internet Software Infrustructure play, but it is not near as pure a play as WEBT. My theory goes that investors who see ORCL getting hurt next week will think twice about holding another Internet Software infrustructure company like WEBT and they will sell shares, and I'll be there to scoop up any that fall significantly below $30. I may be wrong of course, but I'd rather wait and see than chase it up here. Besides, between the War, 6.1% bonds, rising EURO, cash is king right now, so I'll have plenty of time to buy this stock into Earnings season before it appreciates much further. People should keep in perspective, that despite all the buy's on this stock, 2 of the 6 are from the underwriters after taking an IPO out, seeing it quadruple, only to see it right back near it's out price, and the other 4 are from nobody of consequence. So while I'm a bull because I believe WEBT will do better than the .03 expected next month, I'm still wiery enough to try to time my buy well.