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Technology Stocks : Vignette Corporation (VIGN) -- Ignore unavailable to you. Want to Upgrade?

To: Wizard who wrote (337)	4/13/2000 11:44:00 AM
From: Trader Dave	Read Replies (1) \| Respond to of 628

Well, I'm getting more cautious about specific commentary on the public portions of the thread. But the sectors we like have been pretty constant over the last several years. This compression allowed us to add in the e/crm/personalization space, and the the b2b e-marketplace/supply chain segments. Communications semis, optical, and other layers beneath the box providers remain appealing to us. You know how we feel about web testing and application performance management, same old same old. E-learning, basically anything that's emerging because of the new global communications infrastructure. We haven't done much in wireless at the higher layers, too much commodity pricing for my taste.

To: Wizard who wrote (337)	4/13/2000 11:52:00 AM
From: brk	Read Replies (1) \| Respond to of 628

The stocks correct, then spike down, then come firing back when its bleakest. Wirard, I enjoy your comments and insight. Just wondering what type of timeline you forsee in your compression theory. Do you anticipate "firing back" soon or not until late in the year ? i remember when AOL got a big haircut last year at this time, it didn't spring back for quite sometime. Regards, brk