Zeev's Turnips Patch-No Politics (ZEEV)

[Alexander]

i do concur with ZEEV on his names...although i don't follow them closely on a fundamental basis.

IMO, enterprise software stocks have collapsed to very low valuations. This sector is so out favor, comparable to networrking at the end of 2002.

There are some fundamental/disruptive changes happening in that sector. I like: VRTS, MERQ, Bea (which remain a controversial, but with tremendous upside)and ARBA (very speculative)

I still like a lot JNPR....but probably near term will remain under pressure because of CSCO.

Alexander