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To: Glenn D. Rudolph who wrote (115317)1/15/2001 2:32:57 AM
From: GST  Respond to of 164684
 
Correct reaction IMO -- I can't believe how much denial there is about the limited prospects for this firm's products when there are some great investment and scm product alternatives -- scm applications with much higher entry barriers that are mission critical to their well financed customers. The four or five downgrades were spot-on. ARBA is going to be a chronic under-performer from here on out.


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