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Technology Stocks : Allaire -- Ignore unavailable to you. Want to Upgrade?

To: 10K a day who wrote (455)	10/4/2000 12:21:58 PM
From: Matt Webster	Read Replies (1) \| Respond to of 612

I am calling the bottom here at 7 1/2 - 7 9/16. The Allaire product is too good to be priced at zero, which is what the current market is saying, given Allaire's current cash position. It may sit here a while, but I think it will either move on its own or get taken out by IBM, RedHat, Sun or some larger player. Sun and IBM seem the best fit given the Java ServerPages initiative. IBM adds value by including it with DB2 and WebSphere, and Sun adds value by bundling with Solaris and/or Cobalt. Both Solaris and Cobalt would then be able to run ASP, JSP and CFM right out of the box. Matt