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Technology Stocks : Rogue Wave Software (RWAV) -- Ignore unavailable to you. Want to Upgrade?

To: Oliver Hahn who wrote (170)	10/27/1999 11:53:00 PM
From: John Ritter	Read Replies (1) \| Respond to of 231

I have been accumulating RWAV on the recent swings and in essence agree with your comment that $5 is a fair value. The conference call was boring today with the usual selloff and buying opportunity, not down as much as I expected. Another company in transition into e-commerce. Missed the net stocks this year playing other sectors and believe these small companies will make the transition. Seems like a lot in sales and marketing, perhaps the consulting side of the business ate RWAV's lunch. Seems more a matter of 'when' they are successful. The stock should do well, how well I have no idea given their timeline of 3 quarters, but if they 'surprise' $5 will look like a 'gift'. I plan on holding for sometime. Have not been posting much as not much activity on SI in my current positions having rotated down into bottomed stocks in anticipation of a market correction, which seems to have been discounted. ODIS and EPIC are two other stocks I have been accumulating that are going through similar transitions. Do you have any additional comments?