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To: Adam Nash who wrote (1405)	10/23/1999 7:29:00 PM
From: HN	Respond to of 2339

Thanks very much for sharing your thoughts. I am certainly not going to argue that the multiples many of these companies sport is reasonable by any measure. But I am not so sure that itwo is in the same league as other companies like ARBA, BVSN atc. (in terms of the multiples afforded). ITWO begins to look even cheaper when you look at the P/S ratios- around 10 for ITWO, 15 for SEBL and close to 100 for ARBA, BVSN etc.! P/S stops becoming a week excuse if you believe the story that margins would start to expand once the market-share battle is won. And I think we can trust ITWO's management to come out and say something should the stock become speculative- I remember last summer's comments when ITWO was then at an all-time high. HN