SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?


To: Roger A. Babb who wrote (6568)2/27/2001 8:56:38 PM
From: Tom Hua  Read Replies (4) | Respond to of 19633
 
Roger, quite agree with your opinions on enterprise software vendors. ITWO and many of my 15 trading long positions will be cut from the portfolio by next week. They're all bought for short term bounce. Next week, I'll concentrate on shorting software stocks. Any suggestions of good candidates?

The economy is really in worse shape than Greenspan has admitted publicly. I'll catch some of his revised speech tomorrow. The Naz got its lowest close in more than 2 years. Consumer confidence lowest in 4 years.

Regards,

Tom



To: Roger A. Babb who wrote (6568)2/28/2001 12:39:38 AM
From: gladman  Respond to of 19633
 
>>big "enterprise" software sales<<

Yes, I agree. I live it every day... but the sales cycle for my ITWO trade should be less than 16 hours.

Cheers!