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To: Elmer who wrote (16)	3/18/1998 11:48:00 AM
From: Wizard	Read Replies (1) \| Respond to of 387

The book has a fair amount of basic momentum strategy. This works great when the companies come through on the hypergrowth expected and absolutely miserably if they don't. The book talks about market capitalization as a % of the groups capitalization as a confirming signal. This is inherently reactive to other investors which is basically what momentum investors do; figure out what is moving and chase it. I don't think there is any use in this metric. We are trying to make money, not get confirming signals from the rear-view mirror. ITWO/MANU are application software companies so although ITWO looks like it is the stronger company, that doesn't mean it will get you a better return over the next 6-12 months. Both stocks do look like buys as chimps like these two should grow nicely over the next 12 months and neither is outrageously priced if you look at market cap / revenues. Much more important than 'market cap as a % of category market cap' is what is happening this quarter and whether growth will be above or below whisper numbers. MANU is about to announce results and they didn't pre-announce any problem so I would anticipate a solid EPS report and a very bullish conference call.

To: Elmer who wrote (16)	3/18/1998 5:08:00 PM
From: Jay Rommel	Read Replies (2) \| Respond to of 387

Let us postulate for a second and say I am a customer and I use SAP R/x SAP is coming out with their Supply Chain Integration for R/3 biz.yahoo.com Do I buy MANU, ITWO or SAPHY? Doesn't this remind anyone of MSFT & NSCP? NSCP came out with Navigator and MSFT had none. Within 2 years, not only did MSFT come out with a browser and Web Server that matches NSCP, but they only integrates the browser with the O/S which they dominate. Could it be that the authors of the book didn't know that SAPHY is going to integrate Supply Chain tools with the new release of SAP??? In the immortal words of Yogi Berra "It's like deja vu all over again."