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Technology Stocks : PSFT - 1999: The "Make-It-or-Break-It" Year? -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (434)	4/5/1999 7:02:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1274

OT I really like I2 but I think any software company is exposed right now, except MSFT perhaps. If they break I2, I will jump all over it. It saved last year for me. But I think that the nuclear winter thing is hitting almost all software companies and will eventually create some great opportunities. Are you still predicting a turn around at mid year? The break in Cambridge Technologies is most telling. These guys install software and their cycle is supposed to trail the software purchasing cycle by 6 to 18 months. If they are in trouble, it suggests that many software companies have more bad quarters ahead. BTW, I hope I wrong on the above because I'm still long on a bunch of these stocks. And it's ugly. Best Regards