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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Voltaire who wrote (24196)12/11/2000 8:33:34 PM
From: stockman_scott  Read Replies (1) | Respond to of 65232
 
V: I was BUYING BIG TIME late last week...

In fact I put my remaining funds to work. My largest purchase was EGAN -->> IMO, eGain Communications is an incredibly undervalued eCRM player.....I bought my shares between $2.50 and $3.00/share and am up over 30%. EGAN has over 700 global clients and has products in the same space as KANA and SEBL. It is SO FAR off its high of $74 it's not even funny. If the firm executes well and moves to profitability ahead of schedule then I think it could provide some explosive returns in the next 6-9 months...Just my view.

BRCD, BRCM, KANA, and SEBL also look good here.

I think we may see quite a year end rally -->> the Houses and the Big Funds have A LOT of money to put to work. And I expect our friend Mr. Greenspan may consider pumping some additional liquidity into the system....Fasten your seatbelt for quite a ride...;-)

Best Regards,

Scott