Aspen Technology (AZPN) Message Board

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Technology Stocks : Aspen Technology (AZPN)

AZPN 264.33

0.0%

Mar 12 5:00 PM EST

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To: Toby Zidle who wrote (102)	11/9/1998 10:34:00 AM
From: Doughboy	Read Replies (1) of 153

My explanation is that the whole sector of ERP and process engineering software firms have been hammered and everyone realizes that they will be back sooner rather than later. My other investments in ERP and supply chain management (which AZPN is analogous to) have also doubled in the last few weeks. I2, Manugistics etc. were punished and are now back on the move. The recent Barrons and S&P both played up the ERP/Supply Chain software sectors as longterm buys. AZPN has always been hard to pigeonhole as an ERP, but essentially that is what it is. For a long-term turnaround play, Aspen is excellent. Doughboy.

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