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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (52325)	5/29/2002 7:44:34 PM
From: stockman_scott	Respond to of 65232

Bill Gross's Investment Outlook... pimco.com

To: Sully- who wrote (52325)	5/30/2002 11:25:04 AM
From: stockman_scott	Respond to of 65232

10:23 ET Enterprise software visibility improved in May -- Soundview Soundview says that today's strength in the enterprise software group (PSFT +2.9%, ORCL +2.5%, SAP +1.1%, and SEBL +3.3%) is likely due to checks indicating visibility in May has significantly improved and is running ahead of last year, and that professional services firms are indicating a significant increase in requests for proposals. [This is good news relative to Goldman's report on the sector last week]