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Technology Stocks : Enterprise Resource Planning & Supply Chain Management

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To: Thomas DeGagne who wrote (24)1/31/2001 2:49:58 PM
From: bob zagorin  Read Replies (3) of 54
 
thos. fwiw, you know i have followed psft for long time; started current psft thread and rode it from low teens to mid-40s. imho, comparisons to 99 are weak because 99 q was pre-y2k and almost all ERP spending was shut off. psft is doing well as a business now but stock had quadrupled. i will be back in if we get down in low 30s. i sold because i thought price had anticpated all of growth and more. fwiw.
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