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

To: John F Beule who wrote (153)	4/5/2001 1:31:03 PM
From: Robert New	Read Replies (2) \| Respond to of 161

They just warned so I would only put your most aggressive portion into this company. Personally i am staying away. The sector is quite bloodied at the moment and there is some question as to the sustainability of this industry. Tom Seibel of Seibel systems mentioned on monday that he didnt think any of the b2b companies would survive. I am finding many other more stable risk/reward plays in this market such as EMC, SEBL, JDSU, ERICY and others that I have been accumulating. IMO EMC below the $30 level is a great buy. Rarely have you ever been able to buy this company at a PEG of 1 over the past 5 years. I do believe storage and software will be two of the first sectors to bounce back when the economy does turn up thus I have been positioning accordingly. Good investing to you!