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To: Les H who wrote (7547)	10/6/1998 4:16:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 67261

<OT> Les are these your opinions or are you asking me? Enterprise sw looks really bad until late 99. CPWR and BMC really surprised me, since they have a y2k component. Are you a software guy? My gut tells me that a lot of enterprise sw is pretty much played out. We dont have any really tremendous new products to propel us like in prior years. In the mid 90s every single year a whole new space was created with enterprise sw, right? HRIS, SFA, CIS, SCM etc. - now nothing. As far as long positions go Id just rather be in Dell which is on the verge of making inroads into the server biz. JMO Michelle