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To: Lizzie Tudor who wrote (118393)2/22/2001 8:14:07 PM
From: schrodingers_cat  Read Replies (1) | Respond to of 164684
 
Perhaps BEAS was a little too upbeat to be believable in this environment. Do you think the SCM theme can stand out from the rest of the B2B troubles, since this is just the kind of environment in which companies need to manage inventory well, or will those companies be dragged down with the rest of them?


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