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To: hpeace who wrote (4640)	1/25/1998 1:24:00 AM
From: space cadet	Read Replies (1) of 4749

steve, I agree with you on memory being a real growth industry in pc's. At this point it's probably more important to get more memory than intel's latest and greatest processor. I was wondering what is your opinion on CTXS which makes software support for thin clients for nt. Not a cheap stock but in a good niche. Are they overpriced or not? Also, this may be out of your area of expertise but have you had any experience with companies like itwo? Their p/e is astronomical and I was wondering if they could maintain their p/e. Is their product really that good? Sounds like you may have done similar type of products when you worked at compaq perhaps since I know you are concerned about things like supply chains, right? What software products does cpq use to keep track of those things?

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