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To: Mohan Marette who wrote (730)	10/8/1998 10:09:00 AM
From: D. K. G.	Read Replies (1) \| Respond to of 2339

In doing my research a draw back has been the lack of full implementation of SCM by an enterprise. Many use it as a "suggestion box" as I think cm aptly put it. It looks like Dell has got SCM to work optimally and you would think with their success that model would be copied en mass by other companies. Maybe they are, I'm still learning. A month ago I didn't know the difference between ERP and SMC. Trying to catch a falling knife has never worked for me so I' m going to wait. Most declines of this nature are followed by some kind of basing for a period of time. Is support in the 10-11 area? The more I learn about ITWO, the more attractive I find its prospects. Regards, Denis

To: Mohan Marette who wrote (730)	10/8/1998 1:08:00 PM
From: Edward F. Horst Jr.	Read Replies (3) \| Respond to of 2339

This market is creating so many good stock values, but it's crazy. Money managers are dumping stocks below cash values, or prices 50-100% below growth rates. The WS gang is frightened, which is scary! For anyone with a little guts [and $$$$$$] and time on their side, there are some great deals. I've been buying several issues in here and holding most of my others. I believe in the companys I'm investing in. My problem is the avalance of selling these "Chicken Littles" are creating. Don't you just love it when all day long on CNBC for months the experts say "Stay the course" while they act like !@#$%^&*