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To: jan m. who wrote (16635)	5/12/1998 3:40:00 PM
From: John Mansfield	Respond to of 31646

Right, CC could have been better. I am not so concerned about CD through the Wonderware alliance not taking off (although I was enthousiastic about it couple of months before). I am wondering what is happening at many smaller Wonderware clients regarding Y2k... it could well be that awareness at smaller co's is still not high enough to get into action (it is a well recorded fact that in general SME's are lagging large companies in the Y2k cycle (i.e. awareness/inventory/remediation). Much has changed in the mean time.... new large contracts; new alliances; accelerating growth (e.g. backlog this month); NMS etc etc. I am long term holding; fundamentals only got better. Also, Y2k pressure on companies has risen dramatically last 2 months. Much more talking on highest (government) levels about companies/agencies not making it/barely making it etc. Tremendous increase in interest for e.g. electric utility Y2k...just look at all the links to www.euy2k.com (Rick Cowles site). Etc etc etc. John