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Post# of 704044
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Alexander

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Alexander

Re: Zeev Hed post# 391670

Saturday, 05/14/2005 9:59:39 AM

Saturday, May 14, 2005 9:59:39 AM

Post# of 704044
zEEV

i'm a cautious bull right now, as you have seen in my previous post.

On Wednesday, Bea will report. It's one of the companies i Follow closely and IMO is redefining the enterprise software space. The company has been out of favor...but for the wrong reasons IMO.

I might turn really bullish on wednesday...as enterprise software has been the weakest IT vertical until now. History teaches us that sector don't remains out of favor for ever. It's just tough to know when the trend has really turned.

alexander
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