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

To: Jorj X Mckie who wrote (5137)	1/26/2001 6:35:28 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I dunno... about the same I guess. There was a big distinction when ariba had a 30 billion mkt cap, and webmethods 3 billion or so. But now I'm not sure. how are you? whats up in the comm sector, it actually looks bloodier than software. and then theres the out of favor yahoo and inkt, I still like those companies. It almost seems like the only way I can make money here is to buy something really beaten like kana or blue or mctr and wait for a recovery... the same investment style I had in 1994 if I remember correctly.