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Strategies & Market Trends : Shorting stocks: High fliers

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To: RockyBalboa who wrote (670)7/7/1999 10:35:00 PM
From: ynot  Read Replies (1) of 709
 
this is same for ERP market...no new sales, very experienced programmers, implementors returning to UK, Canada and India, yet prices and volumes are 'running' or being 'run'

a few very notable exceptions of course, ORCL (very small ERP $)
IBM, ITWO (segment gorrilla), among others, but it is brutal for SAP BAAN PSFT etc...

The consultancies are just about underwater and the 'job sites' are begging for subscription fees

BVSN will see the same, imho

BEAS, with no spending on ERP and website integration projects shrinking and budgets frozen until Q2 or Q3 of next year, there could be trouble

just a thought
ynot ;)
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