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To: Lizzie Tudor who wrote (12008)	9/20/1999 5:08:00 AM
From: Paul van Wijk	Read Replies (2) \| Respond to of 19079

Michelle, Ok, I will be a bit less conservative and drop IBM from the list. Read an interview with LE (jan 1999) in a dutch financial magazine where he thanked IBM for promoting the internet. He also doubted their "strategy". I agree with him. I compare IBM with Philips (THE dutch multinational). Both companies are hierarchical organized. Slow, slower, slowest. What I mean is that in the internet-economy developments are happening three times faster that in the old-economy. Hierarchical organizations are like "super-tankers", IPO are like speedboats. Another minus for both Philips and IBM; they are to diversi- fied so when they report earnings it's very difficult to get a clue about what is going on. Anyhow, IBM exit, add Siebel. To do you a favor. And even more important, companies like Siebel are possible take- over candidates. MSFT will have to buy it's way in the B2B- arena. Buying Siebel is a much better deal for them than buying VISIO. With all respect to Visio. With regards, Paul