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Strategies & Market Trends : Take the Money and Run -- Ignore unavailable to you. Want to Upgrade?

To: Augustus Gloop who wrote (15424)	8/17/2002 1:42:47 PM
From: Lizzie Tudor	Respond to of 17639

AMAT for 7-10 and a few software stocks. Is SEBL really in serious trouble? I have always viewed them as a well run company. WHat are some of your favorite software companies? After all this carnage in software I think you have to stick to the big 4 apps players: orcl,psft,sap,sebl. I include sebl in that list even though their last qtr was terrible- just short term stuff imo, Tom is agressive and his reps probably pushed the channel in 2001 thinking it was a temporary slump. I think they will recover but if you are looking for which stock to bounce first, I'd say orcl or psft here. For LTBH, sebl the better play, they are cheaper here with 2 billion in cash, a 500mm share buyback and CRM being the top growing segment for apps even now. Other softwares which are more risky but good trades are beas and vrts. Some like adbe but I never quite got that company, I stick mostly with enterprise. If beas takes a trip to the 5s again you can double your money in no time. LT though, I'm sticking with sebl. Software is valued like telecom right now (well, sebl and beas are, orcl/psft got a little pop lately) so unlike chips its hard to get 2+ pt swings to the downside even on a terrible day or bad news. I'm comforable buying software, but like you I'm waiting for a better OB for some chip companies like slab. I just don't know how much worse its going to get in sw, things appear to be picking up a little. The Dell call pretty much spelled out the IT situation imo. Bad news and good news in that, everyone should listen to it imo. L