Enterprise Resource Planning & Supply Chain Management Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Enterprise Resource Planning & Supply Chain Management

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Thomas DeGagne who wrote (36)	2/6/2001 2:49:40 AM
From: bob zagorin	Read Replies (5) of 54

i saw them in a recent SSB report on the sector but i'm not familiar with them. interesting news from ROSS today. some may see it as a negative but i see the opposite. they are executing on their plan. i think they will stay listed; their balance sheet is in much better shape; they made money on a small base and now should do better if and when revenue grows. i like their more narrow focus on process; that's why i own the stock. the stock was down today because murphy (ctsl) dropped it but he has a history of buying high and selling low. he hasn't really covered the stock since they moved HQ to atlanta. anyway, i'm going to ride this all the way. i see it worth 1-2x times revenue or 50-100m either as a standalone with process mfg. solutions or a compliment to a B2B looking to add a little more function to their suite - like a very junior version of the ARBA-AGIL deal. jmho.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next