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To: Michail Shadkin who wrote (6102)	11/28/2001 10:17:23 AM
From: Art Baeckel	Respond to of 6873

ITWO, 07:51 ET Goldman on Software : Goldman Sachs issues a mid-quarter update on the software sector; believes that business has picked up but that stock prices already reflect that; says it is most comfortable with large cap vendors such as VRTS, BEAS, MERQ, and PSFT, but notes P/Es are in the 50-65x range and would be buyers only in the 40-50x range; believes that unprofitable applications vendors such as ARBA, CMRC, MONE, MANU, and ITWO are at most risk. ART

To: Michail Shadkin who wrote (6102)	11/29/2001 10:43:46 AM
From: Art Baeckel	Respond to of 6873

Michail, Here is another of our favorites! TIVO 09:15 ET TiVo (TIVO) 5.31: Friedman Billings Ramsey initiates coverage with a BUY rating and 12-18 month price target of $16. Believes company is positioned to be one of the primary beneficiaries in taking advantage of interactive tv over the coming yrs. Personal Video Recorder services "may be the next big thing." ART