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To: fedhead who wrote (18560)	10/17/2003 6:06:29 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

I like sprt and am waiting for them to come around. There is some potential there at least for now. Long term I think this is a part of a CRM offering. If Siebel does well with upshot they will probably go into the area where sprt plays. This brings up an interesting point re:Sebl, companies with large installed bases that are left for dead can sometimes resurrect themselves if there is activity in some peripheral area. In software right now (fundamentally) I like macr, otex and rhat the best. The reason Itwo probably looks good is because they were left for dead, but imho that part of the business is not really healthy or anything to brag about. This is the deep backoffice. Itwo had the semis and high tech as their main customer base, and with a resurgence in teh industry they will probably rise a little but overall the traditional supply chain is getting taken over by psft, orcl and sap. So just a valuation and "I'm still alive" play there, unless I2 has some new products I am not aware of.

To: fedhead who wrote (18560)	10/18/2003 12:03:15 PM
From: Dave Doriguzzi	Read Replies (1) \| Respond to of 57684

Anindo & Lizzie, I have invested in SPRT on and off for the last 3 years. They are part of SEBL's offering (ERM) and SEBL actually uses them in-house. I believe they are overvalued down to about $8 but then again I rode from $2 to $6 then $6.5 to $7.5 and have been out from there to the recent $14! After looking at this PR I would be a little nervous as a SPRT long but I don't know how much, if any, of a threat this poses (as a matter of fact I was thinking about buying Puts early last week). IBM actually uses and resells SPRT for their Global Services and on servers, notebooks and recently wireless devices (I have spoken with their IR dept. and autonomic computing is not associated with SPRT - it's a very high end data mining type of product developed in-house at IBM): story.news.yahoo.com On ITWO, based on the ZACKS strong buy upgrade (which I think is awful rare on a pink sheet stock), the fundamentals (bad balance sheet though), and the P/S < 1.7x still is a strong buy. I own a ton and bought some MANU also on Friday which is now at about the same P/S valuation Dave