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To: fedhead who wrote (24505)6/13/2005 7:06:51 PM
From: Lizzie Tudor  Respond to of 57684
 
In addition to the RFID buzz around CKCM I think software might be finally getting some traction. But you have to be very selective and some companies like BEAS just aren't going to come back. But ADBE for example is going to rally into the fall I think. Software is not expensive at all here.

I don't really like oracle though because they still have the LAMP (Open source) threat to deal with.