Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: StillHolding who wrote (15995)	2/1/2003 2:25:31 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I was looking for stocks under 1 billion mkt cap who aren't a me-too player in some niche, and I came up with macr and hysl. All the business software areas which include supply chain and CRM and all the derivations seem to be in direct line of fire with the big ERPs. Macr and hysl have a nichey thing that really isn't seeing too much competition from anybody, their real issues are the overall it climate. You could say dreamweaver (macr) is going to get hit with msft, but I don't think so right now.... anything can change though we'll have to see how this year plays out. Adobe is also very strong but the day I looked macr and hysl were stronger from a technical perspective. INTU I ruled out just because he has a high mkt cap but another strong player there.