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Technology Stocks : Red Brick Systems
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To: Ray Rueb who wrote (173)2/6/1998 10:44:00 AM
From: Smilodon  Read Replies (1) of 304
 
Ray,

Thanks for the comments Ray. Actual user comments are more valuable than anything financial types like myself can contribute.

While you are at it, here is a short idea I am working on that you may have knowledge of:

Due to the Y2K issue, a lot of companies have sought to replace problem systems rather than fix them. However, once the lead time for implementation exceeds their deadline, they must focus resources on fixing legacy systems. Compounding that problem is that a lot of potential ERP customers, especially the larger ones have already bought their systems. Result is a possible slowdown for the enterprise software companies. Combine this with their very high valuations could lead prices off a cliff. Names I am investigating are PeopleSoft, SAP, Baan and maybe Seibal (I know they are a little different)

Any knowledge of this area?

Thanks
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