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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (6569)	2/27/2001 10:17:32 PM
From: Roger A. Babb	Read Replies (2) \| Respond to of 19633

Tom, almost any software company whose products fit the following criteria is probably a good short: 1. A large suite of software that integrates many functions across the enterprise. (Translation, does many functions but none of them well and screws up the customer royally when it fails) 2. Average sale well up in six figures. 3. Is the industry standard choice and loved by the IT staff of its customers for the job security it brings them to support it. (Companies are trying to cut IT staff, not feed them more fodder) 4. Costs more in internal cost to implement and support than the purchase cost. The successful software companies will be those who have single purpose software products that functionally stand alone but do communicate with other products. ASP will grow. The recent Nike experience has been repeated many times by many companies with several well known products, they just didn't have the guts to admit it as Nike did.

To: Tom Hua who wrote (6569)	2/27/2001 10:24:33 PM
From: benchpress550	Respond to of 19633

I have a couple suggestions for possible software shorts. ARTG INKT MUSE NETE NTIQ PRSF TIBX WEBM.

To: Tom Hua who wrote (6569)	2/27/2001 10:26:37 PM
From: Roger A. Babb	Read Replies (1) \| Respond to of 19633

Tom, I just finished watching the President's speech. It was great, full of enthusiasm, confidence, and leadership. Made me proud to be an American, boosted my confidence in our nation and our economy. A huge step up from the Clinton disgust. Now you are hearing this from a guy who did not vote for Bush in either the primary or the election, thought the Florida election was rigged, and who disagrees with some of the more conservative GOP views. I expect his speech will be even more uplifting to those who supported him. It is intangible events like this speech that sometimes can turn economic confidence on a dime and ignite a recovery. I will be covering some shorts at the open tomorrow.

To: Tom Hua who wrote (6569)	2/28/2001 12:49:22 AM
From: allen menglin chen	Read Replies (1) \| Respond to of 19633

<<The Naz got its lowest close in more than 2 years. >> To be exact, today's NAZ close is higher than any close b4 1998; but lower than any 1999 close. chart.yahoo.com We are somewhere between Dec 31,1998 and Jan 4, 1999, the first trdaing day of 1999. -g- I don't understand why Greenie talked up NAZ @ 2700 last Dec; cut rates twice in Jan to save the economy and the market. Then talked it down last Tue when NAZ was trading around 2500. He wasted his 1% cut and all FED's Jan efforts. Probably Bearon is right. Greenie is cloned. Now the one who cut rates will read the revised version tomorrow. He fliped flop 3+ times in the last 3 months. Even CSCO and SUNW CEOs are blaming him for the late cuts. I heard story that a trading firm boss requires his MMs to be net short instead of net long in this bear market. SHORT ANY RALLY is his last words.