ROSS SYSTEMS a turnaround? Message Board

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Technology Stocks : ROSS SYSTEMS a turnaround?

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To: WTSherman who wrote (2956)	4/29/2000 1:52:00 PM
From: bob zagorin	of 3067

actually it's been mixed. IFMX & PSFT, IMO, reported good Qs beat their ES estimates, showed very good growth in their B2B revenues but lagging growth in old DB and ERP. JDEC got clocked because of mgt. shake-up. MANU is doing quite well. INFM has lost 1/2 its value as has ROSS. both had bad Qs and pointing toward their new B2B ventures. I think INFM may have a tougher time because they've pinned all their hopes on ASP. ROSS has some prospects with their e-commerce offerings tied to manufacturing apps. My tech program shows heavy selling in INFM while ROSS is pretty much sold out. one other thing, no one should realistically have expected post-Y2K spending to show up in Q1 00 as most projects didn't start going right away. the post Y2K rebound will hit beginning this Q but really take effect in 2H 00. :-)

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