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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Sharck who wrote (18114)	4/24/2001 12:21:00 PM
From: American Spirit	Read Replies (1) \| Respond to of 37746

When Softechie and I agree the tide has definitely changed. We're usually opposites. Nice feeling. Tech dogs and big telcos for me now. Only wish I had some oil stocks too but now fully loaded the boat. Now that LU and LOR are on their way SCNT my next. Earnings out soon. Unfairly bunched with Marchfirst. have taken their medicine. Like I said my brothre used to work there for I got reassurance from him (at this low price only though). bad earnings more than priced in. Low-low market cap. Possible takeover. 100+ million cash AFTER restructuring costs. Classy company run by Class A people, CEO former IBM top exec. Blue Chip micro. I don't see any downside here with their cash. Can afford to wait 2 years for a turnaround. Will come a lot sooner than that. And by then most of their competitors will be gone and they'll be one of the few survivors. Also like NOVL and UIS which are both cheap here with decent futures.