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To: Libbyt who wrote (84987)	11/23/1999 12:41:00 PM
From: Lizzie Tudor	Respond to of 164684

I seem to like all the stocks long that Olu is shorting. My rationale is this... software was depressed last year (severely) thanks to y2k, ERP woes, and the internet replacing software as the forefront of corporate IT depts. At the same time last year saw the huge upward pressure in internet stocks to levels that software (which was hot a year earlier) never saw. So for example you have juniper, akamai, ebay et al getting valuations of 15 billion based on promise... but software is still back to where it was last year, with the top software stocks like cmrc sitting at 7 billion. Cmrc should be worth what akamai or sycamore is worth, come on! But software hasn't caught up to the internet valuations. On the big cap side, Oracle just crossed the 100 billion threshold, a lot but not when you consider that the big threat holding orcl down for so long is way diminished (msft) + the total dominance orcl has in enterprise software etc - Orcl should be worth more than dell or sun in my book, less than cisco (right now its 1/3 cisco).