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Technology Stocks : Business Intelligence & OLAP

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To: Carl R. who wrote (69)	6/6/2001 2:59:57 PM
From: Thomas DeGagne	Read Replies (1) of 144

Hi Carl! I've been off SI for a while, as you have probably guess. Responding to your question about GAC and DMC, I like both stocks. I hold GEAC and will probably add more to my position. The company generates significant cash flow that they are currently using to repay their debt. I still believe that growth in ERP will rebound: these are core corporate SW systems that aren't going to disappear. After years of acquisitions GEAC is finally consolidating their purchases and focusing on operations. This should increase their profitablity in the medium term. Finally, they have a $100M+ business called Interealty.com that will be spun off once the IPO market rebounds (2002?). This division alone is worth more than the current market cap. I would buy at today's levels. Datamirror has solid technology, is well positioned in the high growth BI sector (well, high growth again someday), and is trading at a low price. I'll have to do some more research to determine the price point I would buy at though. I'll be in touch. Are you buying or selling anything these days?

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