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To: Bill Harmond who wrote (5430)	2/25/2001 2:18:14 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

Bill I know you used to like freemarkets FMKT back when b2b's were hot. Its now around 500mm mkt cap in current doom and gloom climate. I recently evaluated the supply chain vendor they bought... Adexa and it looks good to me. Rumor has it ariba wanted adexa and didn't get it, why I don't know. Anyway collaborative supply chain is the place to be now and of course I2 dominates, but they can't be everywhere. My bet on pure product capabilities is fmkt+adexa could be worth more than arba+agil since agil has already dominated their space and collaborative supply chain is bigger than PDM (agile's space). I'll bet if you diversify into fmkt at these levels you will be happy... Glenn too, check it out. Lizzie

To: Bill Harmond who wrote (5430)	2/26/2001 11:10:14 AM
From: Glenn D. Rudolph	Respond to of 57684

Bill, Here is an excerp for The New York Times. The link for the balance of the article is at the bottom. I was wondering if you had any thoughts. " Reality has already set in where Internet stocks are concerned, of course. But with vendors making crucial credit decisions about the Internet companies they supply goods to, a bigger dose of reality will very likely set in fast. Mr. Wallis of the Credit Research Foundation said that during the mania for Internet stocks, credit managers felt perplexed: "They were sitting there scratching their heads saying, `What are we missing? Obviously the investment community sees something we don't see that makes it viable to take a risk.' But we never really came to an answer." The answer has now become clearer. What investors were seeing in Internet companies was never really there at all. " nytimes.com