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Technology Stocks : JDA Software
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To: Trader Dave who wrote (198)10/25/1998 3:51:00 PM
From: Stewart V. Nelson   of 371
 
Trader Dave

I believe that a "freeze" in enterprise hardware and software purchases next year after companies get a handle on their Y2K problem will send the US economy into a recession next year. All these ERP vendors are going to get cheaper. We will have a "once in a lifetime" opportunity, probably just after the first quarter in the year 2000 to add the SAP, PSFT, JDEC and JDA to our portfolios.

I agree that "patience" will be rewarded in ERP software. we have not seen the bottom yet!

regards
Stewart Nelson
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