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Technology Stocks : Consilium

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To: Mike who wrote (36)	8/10/1997 9:43:00 PM
From: David and Elena Krikorian	of 55

To CSIM followers: I came across this company while doing a reasearch paper on Suppy-chain management software. The co. was mentioned as an MES software vendor in an article that basically spoke to the limitations of SCM software. The basic argument is that while companies use SCM to help integrate suppliers and customers in the value chain, they are/could be neglecting the most volitile link in the chain - the production floor. MES software is used in conjunction with SCM and ERP packages to furthur enhance the integration of a companies value chain buy focusing on the collection of shop-floor data, recognize variances and manage resources. This said, I believe that CSIM could be a very rewarding place to invest over the coming year. ERP vendors and SCM vendors have rewarded shareholders and I think the same can happen for MES vendors. I did a brief check of CSIM's latest press releases and I must say that the companies that have purchased CSIM's technology ar a who's who of large drug and technology companies. These inroads coincide with those made by SCM vendors 1-2 years ago. I do not own any shares yet, however I do plan on buying 1,000 on Monday or Tuesday. Good Luck, Dave

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