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To: GST who wrote (116579)	1/31/2001 1:30:00 PM
From: H James Morris	Respond to of 164684

Gst, this is a new economy stock I feel has great potential Autn...But its risky! When Autn announces earning on Feb 15 it will blow the street away. Of course all bets are off if we don't get the 50 basis point cut! >SAN FRANCISCO, Jan. 29 /PRNewswire/ -- Epicentric Inc., the leading provider of next generation portals, E-Business Network platforms, today announced an alliance with Autonomy Corporation plc (Nasdaq: AUTN; London: AU., EASDAQ: AUTN) a global leader in infrastructure software for the Web and the enterprise. The alliance will provide customers with a seamless, robust integration of Autonomy's advanced concept-based categorization, taxonomy and retrieval functionality with Epicentric's E-Business Network platform solutions. The integration will enhance e-business networks by automating the ability to locate and leverage critical business data residing in unstructured sources such as Web pages, product catalogs, emails, word-processed documents, pdf files and reports. The Epicentric - Autonomy alliance expands the knowledge management capabilities associated with traditional portal vendors for large-scale e-business networks that simultaneously serve multiple user groups typically consisting of customers, partners and employees. Epicentric's E-Business Network platform aggregates and delivers integrated Web services, including commerce, applications and content, to multiple business communities across intranets, extranets and the Internet. Autonomy's infrastructure technology provides a software layer that enables computers to understand and process unstructured information for automated, precise categorization and retrieval in real time. By streamlining the delivery of Web services to multiple business communities and eliminating the complexity of searching for important information, businesses can significantly improve productivity and increase efficiency throughout their entire organization and the extended e-business networks they serve. "Businesses are increasingly looking toward portal configurations that deliver the content intelligence of an intranet portal, while extending outside the firewall to provide personalized touch points for customers, partners or suppliers," said Hadley Reynolds, Research Director at Delphi Group, Boston. "The integration of Epicentric and Autonomy technology melds advanced knowledge discovery, linkage, and delivery with the portal integration framework needed to support those touch points across the e-business network." The Epicentric - Autonomy alliance will be showcased with a demonstration presented at a five-city seminar series in February 2001 entitled, "Going Beyond the Traditional Corporate Portal," which also features top analysts from The Delphi Group and leading i-builder, answerthink. Also, Epicentric and Autonomy will engage in co-marketing initiatives to promote their products through trade shows and industry events. "With the demanding and competitive nature of e-business today, it is critical to bring multiple business communities together in an organized and personalized manner," said Kathleen Hayes, Vice President of Business Development at Epicentric. "Connecting mission critical information automatically to business communities is a vital aspect of an e-business network, increasing efficiency and productivity throughout organizations. We are pleased to partner with a leading vendor such as Autonomy to bring this functionality to the robust e-business network platform that Epicentric offers." "For companies across the board, the day-to-day management and dissemination of information can be time-intensive and counter-productive," said Mike Lynch, CEO of Autonomy. "The seamless integration of Autonomy's infrastructure with Epicentric's platform enables customers to concentrate on their core business, delivering the appropriate Web services to the right constituencies." About Autonomy Corporation plc Autonomy's infrastructure technology powers any application dependant upon unstructured information including: e-commerce, customer relationship management, knowledge management, enterprise information portals and online publishing. Founded in 1996, Autonomy Corporation plc has more than 425 customers including, Alcatel, Associated Press, BBC, British Aerospace, Clorox, Reed Elsevier, News Corp., Lucent Technologies, Merrill Lynch, SF Gate, Reuters, Semi-tech, The Royal Mail, TF1, Unilever and the United States Department of Defense. In addition, many of the world's leading software companies license Autonomy's technology to add intelligence to their own products. These include Brio, Business Objects, Delano, Epiphany, Epicentric, Filenet, Insight, Intranet Solutions, Intraspect, KnowledgeTrack, Nexor, Novient, OpenMarket, Sybase and Vignette. Autonomy has offices throughout North America and Europe, as well as in Sydney, Australia. Autonomy listed on EASDAQ in July 1998, on The Nasdaq National Market in May 2000 and on the London Stock Exchange in November 2000. For more information visit the company's website at www.autonomy.com.

To: GST who wrote (116579)	1/31/2001 1:39:35 PM
From: Robert Rose	Respond to of 164684

Hi gst. The tenor of your posts seems to have changed somewhat from the past. Nevertheless, I think you might appreciate the following: ------- The downside risk to Fed rate cuts Monetary policy could drive foreign capital away By Dr. Irwin Kellner, CBS.MarketWatch.com Last Update: 9:05 AM ET Jan 30, 2001 NewsWatch Latest headlines Get Alerted NEW YORK (CBS.MW) -- As they look forward to the Federal Reserve's next cut in interest rates and the ones likely to follow, the financial markets see only positive outcomes. Lower rates are usually good for stocks, and what's good for the market is good for the economy as well. However, lower interest rates do not come risk-free. The most obvious risk, of course, is a return to irrational exuberance as investors come to believe that the Fed has created a moral hazard. By being so quick to inject monetary stimulus, the Fed might be perceived as bailing people and businesses out of bad decisions. This, of course, is nothing new. The Fed has been a counter-cyclical force since its inception-but since it has not had a perfect track record in managing both the stock market and the economy, easier money alone is not necessarily a big risk. A newer risk emanates from the huge trade deficits that the United States has run in recent years, resulting in foreigners now owning large amounts of dollars. These dollars have been recycled back into the U.S. in the form of investments in stocks and bonds, besides purchases of U.S. companies. For instance, foreign holdings of U.S. financial assets now equal 70 percent of our gross domestic product, up from 50 percent at the end of 1996-and only 20 percent in 1985. Foreigners now own 9 percent of all U.S. equities-a 50 percent greater share than they did as recently as 1992. Meanwhile, their holdings of corporate bonds and government securities have almost tripled over the past decade, and now account for more than one dollar out of every five worth of public and private debt. As you might figure, U.S. banks are not immune from this trend. Foreign holdings of currency, checkable and time deposits in the nation's banks now total close to $400 billion-7.3 percent of the total. Eleven years ago, their share was only half as big. What all these numbers mean, of course, is that the U.S. has become increasingly dependent on foreigners recycling their dollars back into our economy. While the country was booming and the financial markets were rising, this was a no-brainer for astute foreign investors. Now that the bloom is off the boom and the stock market is in its second year of treading water, foreigners might well be looking for an excuse to repatriate some of their dollars and invest them elsewhere. If the Fed gets too aggressive, it might well trigger an outflow of funds seeking higher returns elsewhere. That would clearly weaken both stocks and bonds, thwarting the Fed's efforts to boost the economy. That's why monetary policy needs help from fiscal policy. Cutting taxes would boost the economy while keeping foreign funds from fleeing. Dr. Irwin Kellner is chief economist for CBS.MarketWatch.com and is the Weller professor of economics at Hofstra University.