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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Melissa McAuliffe who wrote (4395)	1/28/1999 9:01:00 PM
From: Lizzie Tudor	Respond to of 4509

Fwiw, I think I2 is pretty played out as far as upside now, Sebl is much better - they have a ways to go upward. Did you hear anything more on that dreadful rumor that Tom was looking at acquiring a backoffice player? Michelle

To: Melissa McAuliffe who wrote (4395)	1/28/1999 9:11:00 PM
From: Elmer	Respond to of 4509

Hi Melissa and Michelle, Thanks for very intelligent answers. I looked at ATHM right after the IPO. It had a market cap (I think) of over $1 billion and only $5 million in revenue. I couldn't bring myself to pay that much for so little revenue. The stock has gone up four times since. Same with INKT. In this market, it doesn't pay to try and figure out if something is expense. I do agree that ATHM has a great franchise and will be a winner long term. Have you heard of ISS Group (ISSX)? They are an internet security software developer (not firewall) that is on my buy list is the market cracks next quarter. It's the first Kleiner Perkin's Java Fund company.