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To: Bill Harmond who wrote (13187)	7/30/2002 11:46:09 AM
From: Sonny Blue	Respond to of 57684

The Ebay way: pbs.org

To: Bill Harmond who wrote (13187)	7/30/2002 1:35:52 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

fundamentally software stabilized in the last month, I've heard this from 3 sources at 3 enterprise companies now. Since the bleeding has stopped it looks like the strong software companies are the best buy on the naz? I'm going to watch that Bear analyst who downgraded SEBL with a prognostication that enterprise software spending wasn't going to improve for 18 mos. It's likely going to improve in the fall, will she then retract the statement? doubt it! LOL Anyway you gotta like this action in the naz, glad I didn't listen to the TA threads on SI who are so excessively bearish its hard to say whether the bulls have just left, or they've always been that way... or what. L