Philip, I'm your Y2K friend ... No hard feelings ...
I happen to like some of your holdings, PSFT, PMTC,
Do you know that I bought PMTC 3 years ago, sold for a double, then regretted it every day ... same with PSFT ...
Check these out: VNTV, CLFY, SCOP, RMDY in the Helpdesk/Customer Care sector ...
Check this out too: Manugistics, (MANU), in the emerging Supply Chain software market ... this will be big because it complements S.A.P.
And I have a longshot, still to early to recommend, but do some initial research on the emerging Decision Support/Data Mining field - Sand Technology (SNDCF), Arbor Software (ARSW) in the Online Analytical Process (OLAP) area, and Red Brick (REDB), Cognos (COGNF) in the data warehousing area ...
I think we have some things here in common so it's a start ...
Regards |