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Technology Stocks : PERI (Periphonics)
PERI 8.550+1.5%10:50 AM EST

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To: John F Beule who wrote (1437)12/14/1998 8:42:00 AM
From: John F Beule  Read Replies (2) of 1682
 
This week is a big conference on CCM (Customer Care Mgmt) The Seibel/Scopus alliance will be unveiling the fruits from that merger.

It's clear now why VNTV and PERI formed an alliance. I'm sure VNTV approached PERI, because VNTV is falling behind Seibel....unless there will be some positives coming from the VNTV camp, if there are, it will include PERI.

We are going to see rapid consolidation in the ERP/CCM arena shorty, because there are too many companies going after the same nut. I'm going out on a limb, but I have to believe PERI will be courted within 6 months. Two reasons: star-studded clientele, and they would be accretive to the courter.

Going long....
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