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

To: Bill Harmond who wrote (10305)	1/9/2002 12:07:35 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

In the same "insider buys" article where you came across this, Seebeyond was mentioned and jnpr. Seebeyond is a quadruple and jnpr a double (triple last month) since then. You could almost predict it too because the buyers of jnpr and sbyn were the backers and Ray Lane. (Vina had a much lower quality buyer). Even I didn't think sbyn would do anything - thats the last time I ignore Ray Lane. At the same time I said Niku was a better lowcap play and he is up 200% (still not as good as sbyn). Theres even some 50mm semi-quality companies in software (fire comes to mind) that once had a chance but are too small now to recover... don't you think vina is in that boat? On another topic did somebody once like cacheflow? CFLO. Is that compay worth a look anymore? thx L