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Strategies & Market Trends : 50% Gains Investing
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To: Arrow Hd. who wrote (23605)1/12/2001 11:53:07 AM
From: Dale BakerRead Replies (1) of 118717
 
ARBA report was encouraging - clearly, the BS estimates last month that they are running out of cash were just that, ill-informed crap.

In that sector, we look at both the pure B2B leaders (ARBA, CMRC) and the supply chain software guys (ITWO, MANU). ARBA has the steepest P-S multiple; they are all volatile but someone new in the sector may want to go for the cheaper plays to start with. ITWO had a nice upside pre-announcement not long ago.
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