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To: Lizzie Tudor who wrote (109838)	10/7/2000 8:58:38 PM
From: Glenn D. Rudolph	Respond to of 164684

I differ from william and agree with eric and prissy in that (even at these prices) arba is priced for 100% perfection and you never know, they may not execute. So spread the $$ around a little if you can. I may not spread the dollars to another B2B. I do not know. Loudcloud is a firm that is still private??

To: Lizzie Tudor who wrote (109838)	10/7/2000 11:57:13 PM
From: Glenn D. Rudolph	Respond to of 164684

Enterprise Software E-commerce and Enterprise Software 3Q 2000 Earnings Preview (Comment Available) We expect 3Q 2000 results for the e-commerce software group to show continued dynamic growth, despite seasonal and currency-related effects. In particular, we expect providers of exchange platform infrastructure and integration technologies to report strong quarterly results. The Internet continues to redefine enterprise software in terms of added functionality, business models and growth opportunities. We believe there is a strong demand for enterprises to integrate their business processes with those of their trading partners as well as extend supply chains via net-based applications. We project average 3Q 00 revenue growth for the sector to be 119% yr/yr. In light of the shortfall at Intel, we have a heightened focus on Europe demand/currency impact, in particular in PC-related segments. Microsoft will likely close the quarter with expected lackluster growth continuing. Mainframe-related demand still appears to be a struggle for CA and BMCS, and we remain very guarded about near-term prospects for that group. We believe investors will reward software companies this quarter that report robust top-line growth with narrowing losses, while at the same time building visibility with strong balance sheets. Our top picks this quarter would include ARBA ($129.25; D-1-1-9), EPNY ($64.24; D-2-1-9), ININ ($38.63; D-2-1-9), ITWO ($159.38; D-2-1-9) MERQ ($138.13; C-1-1-9), PVTL ($50.81; D-1-1-9), STCS ($18.50; D-2-1-9), VITR ($41; D-2- 1-9) and WEBM ($105; D-2-1-9). We believe CYBS ($10.75; D-1-1-9) MSFT ($55.44; A-2-1-9) and SHWC ($6.25; D-3-2-9) will report in-line results. We have lower visibility into results at BMCS ($16.50; C-2-2-9), CA ($28; D-3-2-7), CLIC ($3.56; D-3-2-9), MSTR ($27.5; D-2-2-9) and PSFT ($29.94; D-2-1-9). (C. Shilakes/P. Goldmacher/D. Parker) Bulletin United States 5 October 2000 Morning Notes Summary Part 9 Merrill Lynch & Co. Global Securities Research & Economics Group Global Fundamental Equity Research Department RC#11227916