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Technology Stocks : Epicor (EPIC)

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To: WTSherman who wrote (260)	1/30/1999 2:38:00 PM
From: JRI	of 309

I think you are right about Peoplesoft having an effect....I am somewhat new to the perils of investing in individual small caps (I am well-aware of how dead these guys have been the last 3 years)...but it appears that such..I'll call ridiculous...overreaction just creates great buying opportunities for the patient investor who is paying attention.. Peoplesoft's problems are primarily their own...I agree that, as a result, we shouldn't see much (if any) impact for a middle-tier player like PSQL.. One quick question: I have read in a couple of places that an absolute explosion in ERP software is expected to take place around mid-2000 (when Y2K's chunk of IT budgets should be slowing down/ending)...I think that it was mostly in reference to the big corporate accounts (like the ones SAP, Oracle, Peoplesoft chase)..but do you think that would also apply for the middle-tier players.. Also, if so, wouldn't that mean that not only PSQL, but also some of the big guys could be attractive buys during the year sometimes. TIA.

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