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To: Charlie Smith who wrote (1209)	1/14/1998 12:45:00 PM
From: TLindt	Read Replies (1) \| Respond to of 8545

Sleeping with the Enemy? I've been looking at FDC all morning...part of that MSFDC..and pouring over both sites to see which way the are positioning themselves in this thrust towards e-Commerce. The questions are....they are on their knees 52 week lows....at least one target at $46. Partnerships with Netscape & Microsoft on their commerce servers, CyberCash...a few others....existing relationships with many Financial Institutions...processes Credit & Debit Card transactions. MSFDC..aka...the Enemy....would a side bet on the competition be justified? Or isn't the market big enough for everybody? Or am I getting paranoid..as we move closer to reality?