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Technology Stocks : Gorilla Game
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To: LindyBill who wrote (309)11/9/1998 12:09:00 AM
From: Shane M   of 387
 
LindyBill,

While not a short term play, I think the current negative image of the ERP sector gives us good chances to place some long term bets at comparatively attractive prices. My strategy is to average in slowly on weakness.

PSFT will likely be my next bet in the space. If I had to chose between PSFT and ORCL at today's prices PSFT would be my purchase. I'm not selling my ORCL now though - some real potential is there. ITWO is still my favorite here over the long haul. SAP is still too expensive to consider IMO.

Shane
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