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To: mozek who wrote (49811)	4/12/1999 2:36:00 PM
From: Lizzie Tudor	Respond to of 164684

mozek, I like internetworking and see it in the same light as critical path. I think outsourcing of some of complex ERP software is inevitable. The only problem I have is that I don't like the valuation of internetworking here as we go into y2k... it is still a software play after all and there is too much risk that the stock will collapse later this year.... of course this shouldn't happen but it might based on the herd mentality in stocks today. I think the internet stocks are draining the software sector and I'm just going to stay away for a little while but when I do get back into software I'm going to buy USIX as an emerging software biz for their potential, and psft because they are getting hit so badly (but still represent a quality play to me). I'm going to try to get psft in the single digits and I don't know about usix but it is too high now. Some people here like Sebl but I don't at these levels anymore for the same reason I wouldn't buy usix here ... just too risky for me. I love Sebl the company though. I think we are going to get a correction in May sometime and I'm going to pick up some stuff then. Michelle