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Technology Stocks : Epicor (EPIC)
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To: John Ritter who wrote (289)1/16/2000 11:50:00 AM
From: WTSherman  Read Replies (1) of 309
 
JR, you're sure right about EPIC and SI...talk about a dead board. I still own some EPIC stock and have watched the recovery from last month's swoon with interest. I was kind of expecting that most of the smaller players in this space would really suffer a poor final quarter of 1999 and most of them did. It will be interesting to see how they are treated this quarter and what direction their results take.

My favorite of this group is INFM, which has had the founding management return and has a bulletproof set of financials. They are moving into the ASP space, which I think is wise.

I like most things about EPIC, though the merger was obviously a total mess. It will take a definitive sign of a turnaround to get me to really rekindle my investment here.

The last player I like is JDAS. Its recoverd some from its lows, also a case of founding management returning, solid financials, etc.
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