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To: D. K. G. who wrote (1068)	12/22/1998 1:18:00 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 2339

Man is this late on the part of the analysts. In general I think criticism of the analysts is a little overdone on SI (its usually in hindsight) but in this case they analysts are in a state of denial or something. Things started slowing last July in ERP. The only one that is actually accelerating is Oracle and thats because they were so messed up in the past and they finally cleaned up their act and came out with some new products (8i) and the DOJ thing is weakening msft. The specialized spaces SCM and SFA are holding their own but the weakened larger ERP players arent good for anybody. Michelle