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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (33380)	8/30/2000 11:38:51 PM
From: American Spirit	Respond to of 57584

Did a search on third tier beaten-down software companies. I was eager to buy a bargain but found nothing compelling. Reason being some of them just don't have the e-solutions the big companies want. Closest thing to a buy for me were a few body shops but I can pass. despite the fact that third tiers are really-really cheap I'm looking for quality value. Household names mostly. The ones you look at after IBM and MSFT which are selling at extremely low valuations and PE's. One reason IBM is a great stock now is that nobody ever lost their job giving a contract to IBM. Anyway, there's probably a lot of money to be made in the micro-caps but it would be a full-time job investigating them all. And some just aren't on the radar screen. The only one I'm buying is B2B ESHr because of their AOL and Walmart (and many other big name) connections. Big name customers = Bigger margins. Do business with low-budget firms and you get laid low-budget. Should be another interesting day tomorrow.