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To: Victor Lazlo who wrote (159671)12/15/2003 10:46:36 PM
From: Lizzie Tudor  Read Replies (3) | Respond to of 164684
 
I don't have any insider info or shares of any companies you have heard of or care about.

I think software as a whole is going down, in part due to the CEOs own greed, so that would be oracle and microsoft- toast, as well as some others. I like open source though and Linux and there is a tremendous opportunity there to pick up the pieces from oracle and msft - the two companies are rhat and novl.

In hardware I like amd with sun as a wildcard. Thats it right now, just 3 companes all pretty cheap amd, rhat, novl and an outside chance sun.