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To: Lizzie Tudor who wrote (109371)	10/2/2000 4:28:07 PM
From: GST	Read Replies (2) \| Respond to of 164684

Liz: My point was more modest on Allaire. How do you know how to value a stock like that? At one point it looked like it would be the dominant company in providing middle ware for e-commerce. What went wrong? Why did the market not materialize, at least for Allaire? Your $100 billion dollar figure is drawn from an analogy to ERP -- you have to start someplace. And it could be bigger -- but it could be smaller and it could eventually be dominated by a company other that ARBA or CMRC -- etc. A company trading at 156 times sales -- like ARBA -- requires some degree of speculation about how things will turn out -- that is all. I certainly don't imply you lack knowledge of this field -- it is why I was asking you in the first place.