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Technology Stocks : WebMethods,Inc. (WEBM) -- Ignore unavailable to you. Want to Upgrade?


To: MulhollandDrive who wrote (102)7/26/2000 7:32:38 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 161
 
I just replied to Jorg about the conversation you and he were having on his thread!

Well, here we are back to a month ago across the board including even rambus!

I don't like what is happening with commerce one since their outstanding numbers (the stock was a round trip) so I am not buying any more software of any kind and this one is especially risky since the lockup is coming. So based on the overall mkt for software it seems like this stock could hit 70 during august when I will buy - I like this and beas as software for next year.

One wierd thing I will ask wizard about is the addition of customers, and how they recognize revenue. This I don't know, but 40+ customers in a qtr is quite a large number, they can't be recognizing the entire core technology sale in the current qtr.

What about rambus here?