ROSS SYSTEMS a turnaround? Message Board

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Technology Stocks : ROSS SYSTEMS a turnaround?

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To: WTSherman who wrote (2918)	1/30/2000 2:15:00 PM
From: bob zagorin	Read Replies (1) of 3067

WT has every right to post his opinions on ROSS and I appreciate his point of view. I think we probably own 4-5 of the same enterprise stocks. some other very interesting enterprise software stocks that were very depressed late in 1999 but have rallied are MANU, JDEC, PSFT, INFM, IMIC, ALTS, IFMX. MANU is my personal favorite, having rallied from single digits to the mid-40's and showing signs that it will give ITWO a real run for its money. As for ROSS, can't disagree with WT's comments. ROSS has never been able to bring its generally good top line results down to the bottom. but i see it differently than WT. as a manager in this space, i think Vohs has made the right choice in spending to expand their customer base and i'm still confident this investment will pay off. they have a lot of business in europe and i think that will improve. we also know the company is for sale and, with their excellent process mfg. products, they should get bought out at a decent multiple of their top line...something like $6.

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