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.

Politics : Bill Clinton Scandal - SANITY CHECK -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (7551)	10/6/1998 4:27:00 PM
From: Les H	Read Replies (1) \| Respond to of 67261

<OT>Enterprise S/W - making an observation on the stock prices and asking. BMCS and VRTS are not really in the same biz as MANU, ITWO, ORCL, PSFT, BAANF, SAP, CPWR, et al. The other areas are more specialized - TMBS - construction industry, HBOC, SMS, INC, RX - medical industry are holding up better. I'm just waiting on the sidelines and the take-no-prisoners market is very thorough. They expect Y2K spending to drop 10% next year and I saw a report that small Y2K firms may have trouble with lawsuits. I usually follow KEA, CPWR, CHRZ, IMRS, SYNT, and MAST in that area, the latter three hire Indian programmers as a large part of their business.