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To: H James Morris who wrote (54933)	5/3/1999 9:21:00 PM
From: Miche Elle	Respond to of 164684

>>>Your short?<<< ...been called worse. >>>I don't believe that it's going down to $20<<< ...nor do I, however, what I do believe in is the 2nd Law of Thermodynamics. Re: Marimba: Hope you're in nimble condition, dear... Re: Your observation regarding performance of 2nd tier nets today: Seems a stretch this early on. Ask me again later in the week after the 5 or 6 IPOs due for this group roll out -- that is, if they're not "delayed" or sumpin first.

To: H James Morris who wrote (54933)	5/3/1999 11:51:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

I agree on Kim Polese HJ, you probably know that company was given up for dead last year by some, just like Pointcast. Although she doesn't have the best vision for latching on to push in the first place, nonetheless you have to hand it to them. BTW, I received something from planetRX, interesting that their fulfillment is in Tennessee. I doubt their systems (ERP) staff is in Tennessee which means they are 1) using a hub and spoke external distribution system or 2) a webapp where order management is performed in seattle and retrieved in Tennessee.