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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: fedhead who wrote (10260)	1/4/2002 10:22:56 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

I think DGIN has them all beat, and it's still really small. I think it has as powerful a ramp as Siebel's five years ago. That is saying a lot.

To: fedhead who wrote (10260)	1/5/2002 2:45:44 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

I like psft but in this mkt it looks like the smaller players are paying off %-wise. Its a horserace between webm, agil, manu, itwo, beas etc. as to who will have the most upside in a month but my favorites now are manu and itwo because I have solid knowledge that the sector is recovering (supply chain). I'm not so sure about b2b... think its still spotty out there and I'm not completely sure they've worked though the excess capacity. Plus marketplaces never really delivered in some cases. If anybody wants a micro-stock look at niku, it was up 20-40% yesterday. Theres a few of these out there in software - 50-200mm valuations that used to be in the billions. L