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To: Lizzie Tudor who wrote (13634)	8/25/2002 9:52:19 AM
From: stockman_scott	Respond to of 57684

Message 17916229

To: Lizzie Tudor who wrote (13634)	8/25/2002 2:49:22 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

Software one of the best long plays right now since the fundamentals are recovering- In addition, Thill said he believes J.D. Edwards enjoyed some fallout from an improvement in sentiment about software stocks overall. "On the belief that the environment isn't getting any worse, the Street is starting to warm up to more software names in general," he said. Just look at Oracle (ORCL:Nasdaq - news - commentary - research - analysis) and PeopleSoft (PSFT:Nasdaq - news - commentary - research - analysis), he said. Since Aug. 7, Oracle shares have increased 16.1% and PeopleSoft shares have zoomed up 29.7%. J.D. Edwards shares are up 27.9% since Aug. 7. thestreet.com