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To: The Ox who wrote (10409)	10/28/1999 10:51:00 AM
From: SJS	Read Replies (4) \| Respond to of 14427

It was Peter. And it was a great call. I'd suggest we look in the financial sector. I am reading, hearing and talking with people who are indicating that the financials are really beaten up and they will provide the "flag" for leadership back. I am not abandoning the semi area. A SIA report just issued indicated that they have double digit growth for the next 3 years. Steve

To: The Ox who wrote (10409)	10/28/1999 5:07:00 PM
From: sand wedge	Read Replies (2) \| Respond to of 14427

Michael, A few weeks back, I mentioned IWOV (Interwoven) as a company to watch. It was a recent IPO with a similiar product and market approach as VIGN (Vignette. Both companies sell products targeted at web infrastructure or the "plumbing" companies need when building websites. I like IWOV over Vign due to some technical factors which I wont bore you with, suffice it to say I believe IWOV has a competitive advantage while being the relative new kid on the block. FWIW, IWOV's quiet period ends on the 2nd. I have also mentioned PRGN several times and continue to like what these guys are doing. While there are some business risks, all and all it's a good company, good product position and solid management.