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Technology Stocks : J.D. Edwards debut! (JDEC)
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To: Thomas DeGagne who wrote (577)1/23/2001 3:59:46 PM
From: bob zagorin   of 583
 
since you asked (ggg), i see all of this sort of merging and overlapping at this point - B2B, ERP, SCM, CRM. i have done very well with psft, manu, orcl and itwo and still ike those cos. but currently out of all but manu because of valuation issues. i will also sell my MANU again if it runs too far ahead of itself.

my favorite stock right now is ICGE which is a complicated issue but if you take the time to look inside the co. you will see they have significant supply chain and other back end software services to go with their front end B2B cos. i have spent a lot of time studying this co. and post regularly to that thread.

also like SYNQ because i think they can grow fast in the web-based SCM space.

i've also 50k ROSS most down near $.25 simply because i think their process mfg. solutions are worth far more than the entire market cap of the co. right now. can't say they'll ever be a major player in the larger ERP space again but i do think the co. is easily worth 1x current sales projection or about $60m.

i also own some IFMX which is splitting into 2 cos. (db and apps) pretty soon. the apps co. should be successful. i did lose a fair amount on IFMX options last fall.

i also have about 20K of ALTS which is a small co. with a good story but too long for here.

all JMHO. thanks for asking. love to hear more about GEAC as i do respect your opinion.
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