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To: Boplicity who wrote (8879)	8/22/2002 10:22:07 PM
From: pbull	Respond to of 13815

Because these naz names are starting from such low bases, you can get explosive gains, like the dot-com days with the tight floats. Same principle, now that money is beginning to flow again, it really makes 'em zing. And yes, software is the way to play it, IMO, because hardware is dominated by the obvious ones. Software ex-MSFT still has some diversity. CTXS was a huge winner a few years back, doubt that it will repeat, but that's basically what I would be looking for. Good luck to all. If you don't know what to buy, then buy MSFT. A true no-brainer in a rising market. PB

To: Boplicity who wrote (8879)	8/23/2002 8:08:47 AM
From: McNabb Brothers	Respond to of 13815

FSTW! EOM!

To: Boplicity who wrote (8879)	8/23/2002 3:20:39 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 13815

re: software Hi Bop Enterprise software has solidified since the summer, I'm talking about fundamental demand. Back then it was a free-fall, nobody knew where the bottom was, and the absolute worst was a call from an analyst at bear who downgraded sebl to a sell before earnings and said no software demand pickup for 18mos. Since then, things have improved, for one thing the gov't vertical is stronger than its ever been. These are the strongest co's and will benefit from all the consolidation: orcl,sap,psft,sebl Sebl is the worst off with some short term product related issues. Sebl is my top pick as a buy under 10$ for LTBH. They initiated a 500mm share buyback which will take 50mm shares off the table. Orcl,psft,sap all in an uptrend and pretty much easy doubles from here, eventually but sebl being artificially depressed has a little more upside. In the next tier enterprise my favorites are beas and tibx right now. Same deal, these are the a-list infrastructure pureplays and extremely oversold. In internet I like vrsn. I just repositioned my software portfolio this week (for the trading acct) and I have 50% sebl, 25% beas and 25% vrsn. I might sell vrsn for tibx today though, still thinking about it. There are some penny stocks in software but I'm not doing those just yet, since I think sebl wants to go up and I'd rather just do him on margin. I'm not concerned about this correction today for software, since software (unlike networking) was priced for ZERO growth and that just isn't the reality. There isn't a single software stock incl sebl in the summer who had as dire a prediction going forward as say, JDSU. L