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Technology Stocks : Supply Chain Management Software

MANU 16.65

+1.6%

Jan 9 9:30 AM EST

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To: Kailash who wrote (29)	6/17/1997 9:33:00 PM
From: Timothy Takacs	of 86

Hi Kailash--It's tough to say when itwo is a bargan. You know I have lots of confidence in this sector in general because the decision to purchase this kind of software is driven by sound business reasons. I've never been any good at market timing but I bought a small number of shares the other day at 31 because the drop seemed too dramatic. As my first itwo buy, I didn't put too much out there yet in case it goes down a little more and I can do some dollar-cost averaging. These stocks do have ridiculous p/e's so hopefully they will be able to grow enough to support the stock price. The big thing that concerns me with itwo is the (decision?--was it one?) decline in margins we saw on their last earnings. If this trend continues, I'm may think twice. In any case, I typically plan to hold for a few years unless something about the firm strategically upsets me. You are right about the spread. It killed me to see that kind of transaction cost when I bought considering how cheap the commissions are these days. Keep us informed about your buy/sell rationale, Tim

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