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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Tom Kearney who wrote (57926)	5/22/1999 9:44:00 PM
From: Lizzie Tudor	Respond to of 164684

Tom, re: psft: I don't know their new president but any new blood is a plus I think. BTW you can always invest in psft R&D arm mmtm as a back-end psft play - notice it is still in the basement price-wise. Yes the software stocks bounced on thurs and friday. There isn't any real reason for it fundamentally, I actually think it is a $$ rotation out of net stocks. In fact the net is what really killed the softwares fundamentally and stock-wise. But anyway it appears that we saw the bottom last week and its up a little from here. OK but specifically with regards to psft, etc. I would probably go with I2 if you really want a leader. Psft is much more iffy, its not really in the basement but the HRIS space (that they own) is a little tentative, in software the leaders are ranked: SAP, SEBL, ITWO, PSFT, and then everybody else - vntv, manu, clfy etc. I don't like sap so I would always buy sebl in favor of sap. Jdec is interesting but has already popped what with their move into front office. I vote for I2 as the best current play, psft next.