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To: im a survivor who wrote (12990)	5/12/2004 6:31:20 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 13815

well, I used to like beas as you know. But as of now I am shying away from ALL capex stocks. That would be cisco and all the hardware plays like storage, and then on the software side all licensed software. I'm just not seeing enough business getting done. Companies made huge infrastructure purchases in the 90s, and then ended up offshoring a lot of the jobs that the infrastructure supported. The offshore firms just buy bootleg goods from China. On the software side you now have open source competition for all packaged apps and that includes BEAS. Even if your company doesn't go open source you as a buyer are unlikely to pay the megabucks like you would have if open source didn't exist so infrastructure in general is cold as a stone. I like the same internets you like- askj, mama, ebay, yahoo and google plus maybe the chinese portals. I would probably sell that beas and buy one of these, or imcl or osip in the biotech area. There are one or two infrastructure stocks doing well now but it is rare... sonse seems to have hit rock bottom and climbing out, and rhat is doing well based on google exposure but really thats it. One good note is that the cisco call was good last night.