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To: Lizzie Tudor who wrote (111630)	11/5/2000 5:56:02 PM
From: Randy Ellingson	Respond to of 164684

yikes you are brave to refer to "guidance from management" on this thread! Yeah, I knew I was askin' for it with that one. <g> Lizzie, your BEAS has been absolutely jamming for a while now. I really like the software industry for investment ideas, and so far have had my software eggs in one basket (RATL, along with a currently less valuable MSFT position). I'm always looking for other software companies I can understand. MACR looks interesting still, but I'm not yet ready to commit. RATL's prospects are still compelling for me over the coming years, so I occasionally add shares there. Randy