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To: KatayamaGorobei who wrote (122590)	4/2/2001 6:21:12 PM
From: 10K a day	Respond to of 164685

Dude. Don't even try to Bash GST. That is like Swinging blindfolded at a WILD CRAZY BULL.

To: KatayamaGorobei who wrote (122590)	4/2/2001 6:23:28 PM
From: GST	Read Replies (1) \| Respond to of 164685

Ron: They were both overpriced -- I accept that, but when you say this: "To slam one while praising the other seems indefensible" I disagree. They are in different lines of business. The stock market treats them the same for now, but the scm software companies seem to have mission critical software to sell and are holding up in terms of sales pretty well -- case in point, manu which last week reported a doubling in sales and profitability while guiding the street to expect continued robust growth. This makes buying an scm company "defensible" as compared with a non-scm company like arba. My emphasis was not on valuation of itwo versus arba -- it was on the fact that they are not in the same business.