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To: Bill Harmond who wrote (13572)	8/22/2002 11:37:14 AM
From: Sonny Blue	Read Replies (2) \| Respond to of 57684

ERTS at new 52wk high! Volume is a little light and we have full moon today, though :-)

To: Bill Harmond who wrote (13572)	8/22/2002 1:17:16 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

Adding SEBL and BEAS here. I am encouraged by that JDEC rpt last night, and the strength in orcl and psft. These 2 are cheaper than orcl/psft, and in some ways deserve a premium over those- except for some short term issues. I have been hearing that things have stabilized from a few people. Not a blockbuster demand surge or anything but definitely some deals getting through these pipelines which are jammed waiting for everybody's CEOs signature. Sebl posted some new wins, I think software is priced for NO new business. biz.yahoo.com biz.yahoo.com I'm waiting to hear from that bear analyst who predicted no uptick of any kind for 18 mos. I'm still gnashing my teeth over that call! (since I know NO CIO will ever speculate like that, with a 1yr+ timeframe) L