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Gold/Mining/Energy : Jetform-FORM -- Ignore unavailable to you. Want to Upgrade?

To: Jim Oravetz who wrote (392)	2/8/1999 1:49:00 PM
From: Michael Watkins	Respond to of 530

The statistics on workflow are highly questionable. For example, while Ensemble is bundled with certain of FileNET's product offerings, I challenge anyone to find the 15% of the market that is actually using it. Probably closer to 1%. I don't know the same to be true for Jetform's workflow products, but I bet a lot of idle software is in that number as well, and perhaps products that I personally would not categorize as "workflow".

To: Jim Oravetz who wrote (392)	2/8/1999 10:09:00 PM
From: Jim Oravetz	Respond to of 530

PeopleSoft /Motorola, Inc./ Teradyne /Aspen Technology or JetForm Corporation I wonder how many people will choose FORMF over the other presentations? As stated, this was an old article. I also question the workflow numbers. Its easy to say we have XX % of a market without any numbers to show that it is so. Someone recently stated that they wanted to see the In-tempo numbers before plunging into JETFORM. I would like to seem a number myself. Wait until Feb 23rd. My guess is that they will not have a published number. (Is there a requirement to state such a number in the 10K filings?) Jim

To: Jim Oravetz who wrote (392)	2/9/1999 10:39:00 PM
From: Jim Oravetz	Respond to of 530

Here is the link and closing quote from Louis Navellier: cbs.marketwatch.com Navellier: A lot of tech stocks aren't making money, especially software companies. And I think that's getting really disturbing. I think the market's starting to take on a lot of froth here. Sure, revenues are up, but it's more Internet-related where it chases the sales and hopes the earnings will be there. The market will be fine as soon as something other than techs and biotechs rally. But I think the market's really vulnerable here for a couple of months. I don't think it will correct as much as consolidate. There's just too much money running into the market everyday. +++++ ...especially software companies.... Jim