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Technology Stocks : Supply Chain Management Software

MANU 16.65

+1.1%

Jan 13 3:59 PM EST

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To: Timothy Takacs who wrote (1)	4/27/1997 12:46:00 PM
From: JJ	of 86

Tim, Perhaps I am not as up on the industry as you. Besides MANU and ITWO, who else is in the game? A few other questions: How big is the market, how fast is the market growing, and what is the market share breakdown amongst the major players? I was able to catch the latest wave on ITWO and got out with the favorable earnings news. I may get back in when the price is right for me. They seem to have good mgt, and are aggressively adding a sales force. What turns me off about taking a big position in the stock is the small float. Plus, mgt owns over 80% of the stock. (this has both good and bad points). Would appreciate your thoughts. --JJ

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