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Strategies & Market Trends : Wanted: Long-Term "Strong Buy" Recommendations

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To: Philip H. Lee who wrote (16)11/13/1996 10:57:00 PM
From: Warren Gates   of 54
 
Philip, I'm your Y2K friend ... No hard feelings ...

I happen to like some of your holdings, PSFT, PMTC,

Do you know that I bought PMTC 3 years ago, sold for a double, then regretted it every day ... same with PSFT ...

Check these out: VNTV, CLFY, SCOP, RMDY in the Helpdesk/Customer Care sector ...

Check this out too: Manugistics, (MANU), in the emerging Supply Chain software market ... this will be big because it complements S.A.P.

And I have a longshot, still to early to recommend, but do some initial research on the emerging Decision Support/Data Mining field - Sand Technology (SNDCF), Arbor Software (ARSW) in the Online Analytical Process (OLAP) area, and Red Brick (REDB), Cognos (COGNF) in the data warehousing area ...

I think we have some things here in common so it's a start ...

Regards
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