DELL Thread For BULLS and BEARS! Message Board

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Technology Stocks : DELL Thread For BULLS and BEARS!

DELL 163.62

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9:30 AM EST

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To: McNabb Brothers who wrote (101)	11/11/1997 2:44:00 PM
From: Paul van Wijk	of 198

Hank & Hank, >> Doesn't seem to be effecting CTXS today! I know that. But even the chance that it will happen sooner or later would make me really nervous when I was short on this stock. >> but what in the hell is ERP-market! ERP stands for Enterprise Resource Planning. It is one of the fastest growing segments of the software-market. Key-players are BAAN, Oracle, SAP & Peoplesoft. When you look at their P/E you will find out that they are are extremely high. That means that they are growing fast and will continue to do that for the next years. If one of this company will be linked to CTXS you are in deep trouble. I'm not saying it will happen, but there sure is a chance. Paul

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