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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (48043)8/7/2000 1:38:55 PM
From: Junkyardawg  Respond to of 63513
 
Good for you!
dawg



To: Jorj X Mckie who wrote (48043)8/7/2000 1:47:06 PM
From: Junkyardawg  Read Replies (1) | Respond to of 63513
 
If you are bullish on the market I think ADI could be good for a few points here.

dawg



To: Jorj X Mckie who wrote (48043)8/7/2000 1:49:24 PM
From: The Phoenix  Read Replies (2) | Respond to of 63513
 
Lucky dood!! Way to go. I bailed on 2/3 of my CMRC position at $50. Sucky stock. Optics baby...

OG *revised to mean Optics Gary*



To: Jorj X Mckie who wrote (48043)8/7/2000 2:14:04 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 63513
 
DB inititated coverage on cmrc today with a favorable review of their biz model (which is more speculative than ariba and scares people away from the stock).

Enterprise software is churning again this year but the real action is in the backoffice players tibx, vitr, webm, beas. Its kind of cool fundamentally, literally hundreds of startup companies trying to win in this new space - impossible to pick the winner though.


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