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To: lml who wrote (7253)5/29/1998 3:55:00 PM
From: Eric  Respond to of 19080
 
Posting for RWill
============================================

Friday, May 29, 1998

How one company can pull down a
healthy sector

That has happened in the "supply chain" software
sector, creating some good buys for investors

moneydaily.com

If you missed out when stocks went on sale Wednesday,
don't despair. The markets are likely to sell off again before
the July earnings season, creating more bargains.

But even if the indexes hold up, there are sure to be
sector-specific panics sparked by bad news from one
company in a group. Often this can present a buying
opportunity, as well. In today's jittery markets, a single
company with some problems can pull healthy firms in the
sector down with it.

This occurred late last week in a fast-growing segment of
the software industry known as "supply chain
management," or software that helps manufacturers
manage inventory and distribution better. Analysts say
bargains still exist in the group because investors have
punished perfectly sound companies after one firm in the
pack released bad news.

for the rest...

pathfinder.com



To: lml who wrote (7253)5/29/1998 5:05:00 PM
From: Tech Master  Respond to of 19080
 
lml-

There is no way that DLJ would issue an updated research report reiterating their BUY rating if they have even the slightest doubt about 4th Quarter earnings.

I added a significant number of shares to my position today and I will continue to take advantage of any weakness.

See you on June 17th.

Tech Master