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Technology Stocks : Enterprise Resource Planning & Supply Chain Management
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To: bob zagorin who wrote (25)1/31/2001 3:10:22 PM
From: Thomas DeGagne   of 54
 
I feel the same way you do Bob. I sold my PSFT in early Dec. because I thought the good news was priced in. Still, I was impressed by their report; they substantially exceeded earnings expectations. Did they say something negative in the CC?

I think that their earnings clearly indicate a rebound in ERP spending is underway. Many of the stocks have not discounted rising license sales and the opportunity for weak comparisons throughout 2001. The small cap stocks in particular are trading at very low multiples.

ERP should be an excellent area to invest money this year.

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Enterprise Resource Planning & Supply Chain Management Portfolio Sorted by Market Cap
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