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To: Paul van Wijk who wrote (11993)	9/18/1999 2:50:00 PM
From: Gregory Rasp	Respond to of 19079

I think Network Appliance (NTAP) should make your list. Not sure if it should be down at number 10 or not though. GR

To: Paul van Wijk who wrote (11993)	9/18/1999 4:10:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 19079

Well, if you really believe in b2b then why so conservative? Compaq, IBM, Dell, EMC I'm referring to... great companies but do you feel they will directly benefit from internet enabled software (b2b)? I would add more software companies to your list because software has been in a depression all year relative to everybody else, you'll get gains from the recovery in software and then the b2b froth on top of that... I'm happy as a clam right now, last year was bad for software and I had to buy all these comm companies and stuff I didn't know anything about! He he he I'm going to get even in the next few months! <gg> Anyway I would add more software... Siebel is my top pick as an established firm... ICGE which is a spec play but I think will double from here (its a software incubator)... maybe itwo, (but I'm in another issue smaller issue agile which plays the SCM/Manufacturing side so I don't do itwo for myself anymore)... Anyway just thinking out loud but since you know software anyway why not take a large stake... late 1999 and y2k will be great for the sector, lets just hope the economy holds up!