Monday, September 12, 2005

Software stocks

Date: Mon Aug 29, 2005 11:16 am

Hi Guys,

Another set of stocks that might be hot in a bull market are software stocksin my opinion. Look out for CKCM for RFID related stuff. I am absolutelypositive on this one, also price fell to 18 bucks from 27. Will write morelater.

ITWO: You missed the big jump of 60% in one day. I have analyzed thefinancials of this company inside out and heard their conference call on oneof the weekends and it's a super buy based on that. BUT - I just don't knowif they can turn the company around on new growth (existing products). Thenew management did an unbelievable job on taking care of the debt. I waswaiting for a secondary and these guys got an excellent secondary to reducedebt.

CRM: Salesforce: Might do exceedingly well just based on their products.Do your own research on all these stocks.

Cheers,
Ahu