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To: dbblg who wrote (68653)	7/21/1999 7:40:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Yeah manufacturing software and some front office (sebl) has recovered. So a strong quarter for I2 I believe. The other spaces such as HRIS (peoplesoft) and customer service (vantive) have been effictively replaced with internet companies that provide the same services as the software outsourced on their site. So once this comes into being those software companies won't recover - so psft will not recover, remedy will decline etc. Mfg is a bit too complex for this approach... for now, but be careful going forward, I don't think software is a buy and hold animal anymore.