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To: fedhead who wrote (146359)8/27/2002 4:21:31 PM
From: Lizzie Tudor  Respond to of 164685
 
I'm protected to the downside with stop losses. But the situation is that there is fundamental recovery in software, and the stocks are dirt cheap. prgne is selling at 1/4 revenues, no wonder it tripled. The reason enterprise software was so low was the perception that the business was gone, in the dotcom sense.

Oracle went from the 7s to the 10s in the dreadful bear in late July so thats how oversold things were.
L


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