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Strategies & Market Trends The New Economy and its Winners

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To: Glenn D. Rudolph who wrote (1652)	9/25/2000 6:46:07 AM
From: Mark Fowler	of 57684

Yes the way looks it was a mistake . You know what i think is going to be one hell of a company is Extreme networks take a good look at it.

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To: Lizzie Tudor who wrote (1633)	9/25/2000 9:27:00 AM
From: microhoogle!	of 57684

SAP is in right field but its management execution history has been sketchy.

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To: Mark Fowler who wrote (1655)	9/25/2000 10:19:29 AM
From: Glenn D. Rudolph	of 57684

In the meantime, I sold all but 100 share of VERT at a major loss and placed the proceeds into AMSC.

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To: Lizzie Tudor who wrote (1647)	9/25/2000 11:36:06 AM
From: Tom Kearney	of 57684

Hi, Lizzie! Your remarks on BEAS kept me in the stock when I was losing faith. Big payoff last few days. Thanks! Regards, Tom

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To: Glenn D. Rudolph who wrote (1657)	9/25/2000 12:24:22 PM
From: Mark Fowler	of 57684

Bought Manu 102.5@

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To: Lizzie Tudor who wrote (1647)	9/25/2000 1:01:51 PM
From: Robert Rose	of 57684

This is a nice post, Lizzie. Thank you for this info. Rob

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To: Tom Kearney who wrote (1658)	9/25/2000 1:06:14 PM
From: Lizzie Tudor	of 57684

BEAS is even surprising me. But do you know Ariba and some other b2b's base their product on the weblogic server? A lot of people don't know that. BEA is a stealth b2b play but it isn't a dollar for dollar relationship between bea and ariba since the hosting angle means ariba buys weblogic once and all the customers get the benefit (I think?). If anybody out there knows how pricing works for a hosted app based on somebody else's hosted app, I'd love to know that.

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To: Robert Rose who wrote (1660)	9/25/2000 1:08:41 PM
From: Lizzie Tudor	of 57684

Hi Rob! Glad to see you back. I'm busy working now so only post from time to time... but after this rough year lets hope the mkt comes back for us and we can all get that synergy like we had last year... Lizzie

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To: microhoogle! who wrote (1656)	9/25/2000 1:16:14 PM
From: Lizzie Tudor	of 57684

Yeah - totally agree. Apparently at the C1 user group meeting this last week they unveiled an app that lets vendor A who is running Sap/C1 look into Vendor B's entire supply chain on a Sap system. In other words, anybody running Sap can see anybody else's entire Sap system. Not sure if that will be embraced by customers since it opens up your business to competition, but technically it sounds pretty cool.

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To: Mark Fowler who wrote (1659)	9/25/2000 1:31:46 PM
From: Si_Detective	of 57684

Mark, I post this on another thread, see if you're interested. Oh, by the way, I bought SNDK at 74 today, I think it's going to make a X'mas run. some investment ideas, I bought SIMG and GNSS a while ago, both IC company in FPD, digital TV and HDTV, cable set top box market. There's a debate going on on which interface standard to use, 1394 seems getting a upper hand, but Microsoft is pushing DVI(Sept18 issue of EETimes), so does Echo Star. SIMG is the founding member of this standard and GNSS is right behind it.

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