Mbrane (NASDAQ: MBRN) - An enterprise solution? Message Board

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Technology Stocks : Mbrane (NASDAQ: MBRN) - An enterprise solution?

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To: Jatin Kadakia who wrote (704)	1/4/2000 7:51:00 AM
From: Veiko Herne	Read Replies (1) of 1238

Jatin I'm not screaming. It's obvious, that INFM have better fundamentals, than CNTR. But CNTR have better management, new ideas and it's on other sector. ERP market is always conservative. What worries me in ERP market is, how VC's and analyst look to ERP market. At least my VC experience is, that they think SAP is enough and when You don't want to beat SAP, You will be looser. They don't understand, that business software made to logistic and manufacturing companies don't fit to financial, service and telecommuniation sector. I'm also long in INFM. Other business software stock, I'm following is DLTK (project management software). Once I did well on BEST, but this one is now too high now and founders have left the company. Veiko

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