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To: Bill F. who wrote (30410)	4/5/1999 10:18:00 PM
From: Lizzie Tudor	Read Replies (2) of 86076

Re: itwo Well I just noticed it was down more today - I'm sure you are aware that the entire software sector has collapsed and itwo is really no different than any of the others (yet it still has a high valuation) ... a good company but so was peoplesoft. Everyone in the business is telling me things are terrible. Azpn, manu and psft all sell competing products (more or less) and look where they are. I think sebl, sap and itwo have to fall here but how far is the question - Sap management is in denial but being a euro stock its harder to gauge. I don't do much shorting so I can't really say whether Dell or itwo is a better short.... itwo is more of a sure thing I suppose.

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