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Technology Stocks : Opsware, Inc. (OPSW) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn Petersen who wrote (30)	3/4/2001 7:16:47 PM
From: Rupert	Read Replies (2) \| Respond to of 136

I don't know what they are thinking, because the likely reception for tech IPOs...especially businesses focussed on the management of e-commerce websites...could simply not be worse at the moment. I can't imagine who would buy this, even with an IPO allocation. Maybe someone who has just returned from a two year tour of duty on the Mia space station. This will become an under $5 stock quicker than you can download a punctuation mark. Plus I don't see Andreessen's name as a plus on this. True, Netscape was a great IPO...the first Internet stock...but Andreessen and Co basically blew the whole thing by focussing on the browser software itself instead of Internet service as the business. They could have _owned_ the Net...but within three years Netscape and its browser was irrelevant...and all too late they tried to become a service. Sure Andreessen got lucky by coding the original browser software..but he's not a businessman. Now more than ever we need businesses to be run by business people. Pouring money at technologies just because you can do them just doesn't cut it anymore..