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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (4910)1/18/2001 1:45:51 AM
From: Tom Kearney  Read Replies (1) | Respond to of 57684
 
I'm ok with that - I'm holding ARBA, CMRC, AND I2, in this space, as well as AGIL, a bit of MANU and ORCL! It seems to me that retail customers on the net could be fickle, but B2B is a real productivity enhancement, and can only go up. They'll battle it out, but we win.



To: Bill Harmond who wrote (4910)1/18/2001 1:49:34 PM
From: Jan Crawley  Read Replies (1) | Respond to of 57684
 
Not sure what I am doing today! <gg>

Shorted Xlnx at 52 3/8 and bot Vign at 7 1/16 a while ago.