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Date Posted: 06:32:17 06/28/00 Wed
Author: Marty
Subject: Hi Patty.

Funny you say that. All my early picks like Rbak and Ariba are long gone, but there is still the Ffiv and such. Small position in Ffiv and will make larger if funds get free, large positions in Isld and Icge and efnt. Low 50s on efnt, low 40s on ffiv (compare to Aton, for their market share is almost equal), isld low 40s. Thinking Ffiv and the rest are do for breakouts.

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