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To: Wizard who wrote (8786)	9/25/2001 11:31:42 AM
From: Bill Harmond	Respond to of 57684

Looks like Openwave, Brocade and Verisign are above both their April lows and 9/10 closes.

To: Wizard who wrote (8786)	9/25/2001 12:44:46 PM
From: techanalyst1	Respond to of 57684

I have some funds that own it too. And it's a good solid company. It's not a question of that. But at a p/s of 13 in this market without considerable marking up by other software stocks is just not going allow the stock to go any higher. I'm sure I'll own another pc someday, but the thought of installing all this software again is just yukky. I usually swap out the drive and use it as a second drive in the new system, but that won't work with XP. I'd have to install XP over it I think, and I'm not in the mood to waste more time on a pc. I realize it's more of a corporate upgrade, but there are only two types of companies that are even in good enough shape to be hiring around here. One is fast food (only cuz the turnover is high... so it's not net new jobs) and hospitals. For sure hospitals were the last to have decent systems. I can't believe how recently forms were filled out in triplicate and hand carried to labs. But they are still being tight and they tend to NOT upgrade systems cuz the people who use them are usually "technically challenged". (Not meant as a slam). Even when they do buy equipment it tends to be PATIENT oriented because that is what makes the money (Dinamaps, IV pumps, telemetry, lab equipment). There aren't many computers around and each station might have one or MAYBE two if it's a very busy unit. The software that hospitals use is old and doesn't need a new system, and the cost to train a whole staff of nurses to use new software is prohibitive. The remainder of the companies around here are in a downsizing mode and have so many systems sitting around it's pitiful. The local schools have at least benefited as companies have donated some of their excess supply. I find it hard to believe that companies will go upgrading their systems when they are laying off staff and at the same time not buying other software. Eventually of course, they'll have to buy new pcs when they hire again.... which I hope is soon. And software for XBox and and the desktop should help msft as well. I'd rather buy 100 shares of msft at 30 than a new pc, btw. I'm not necessarily a bear on msft or the company.... just the relative valuation if it were in the upper 60s. TA