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Technology Stocks : Enterprise Resource Planning & Supply Chain Management

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To: bob zagorin who wrote (5)	1/24/2001 12:34:34 PM
From: Thomas DeGagne	of 54

DataMirror Extends Partnership With J.D. Edwards To Provide ClusterProven Business Applications biz.yahoo.com In ERP companies I'm currently buying companies as value plays. Most of these companies trade at price to sales ratios below 1. Many are trading near book value, and some are trading near cash per share! Last year was Y2K so year over year comparisons should be strong. I also believe that the product cycle for each company is the single most important factor effecting future revenues. So I like to buy companies release major upgrades to existing products and those that are releasing new product that expand their market reach. Last year I bought PSFT @ $13 and GPSI @ $20. I sold both in early Dec. On Dec. 29th I bought INFM @ 1.375, T.GAC @ $2.35, and EPIC @ $0.75. All these companies have very low multiples. They are all targeted at the mid market which should have more growth opportunities. GAC currently has a P/S of 0.18 and finally released a major new version of their retail SW based on their old products and those obtained through the JBA acquisition. This should restart revenue growth. They are also concentrating on operations in stead of acquisitions for the first time in years. INFM has upgraded their products for e-commerce and SCM. They had over 30% sequencial license revenue growth last quarter. EPIC released a major upgrade to their products that offer a high level of integration and therefore are easier to implement and operate. I believe this is a major competitive advantage in the mid market. Now that MSFT is taking over GPSI, EPIC should be the next target of MSFT. I'm not counting on it, but I would do it if I was Gates.

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