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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (10043)	1/10/2001 12:45:50 PM
From: Bosco	Respond to of 30051

Hi Zeev - I sold my KANA last year for tax loss [yea, I know, not pretty, but story of my life :).] It is into one of thos nebulous ebiz, CRM, personalization softwares thing. Partner with IBM etc etc. CMGI sold its holding last Dec also. Maybe it has bottomed, I don't know, but the software sector has been under pressure. My guess is that there are plenty of quality names to pick. These days, I am quite suspicious of book value. Names like MRCH has a huge book value, but chances are it is not tangible book. So, if people aret trading on technicals, maybe it is ok. I certainly don't think people should buy on the alleged fundamentals. best, Bosco