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To: D. K. G. who wrote (1064)	12/18/1998 6:32:00 PM
From: Shane M	of 2339

I was coming to post the information on Cooper and the upgrade, but the thread was on top of things. Of particular importance: this upgrade supports/confirms what Sanjiv was saying in the CC - that SAP is all rhetoric right now. Also, from a competitive viewpoint, I think its significant to ITWO investors to note that Oracle recently mentioned strong price competition from SAP in the ERP space. Its not looking as if SAP is going to be able to "coast" with its core business and be able to focus on attacking ITWO. This is good for ITWO IMO. Shane

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