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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (10964)	4/1/2002 1:23:34 PM
From: Lizzie Tudor	Read Replies (3) of 57684

me too I see iwov as an enterprise play and connected to classic b2b web selling. Not necessarily marketplaces. I like the company and still think its the gorilla vs say, documentum but the b2b area is lagging here - however iwov in the 4s looks tempting. related - this am I added a small position in mone matrix one. This is a company that competes with agile. Trading like it will miss, expecations after last q very low already, and parametric miss last week added to the pessimism. MONE sells into automotive which is a bright spot so I'm not completely sure about the q being dismal. My educated guesses - if they warn, max 20% downside from 8.75 (my buy price), no warn potential 80% upside. I took the risk! L

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