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Strategies & Market Trends : Value Investing

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To: Wright Sullivan who wrote (5557)	12/24/1998 11:02:00 PM
From: Shane M	Read Replies (1) of 78748

Wright -OT-, Thanks for mentioning DSTM. I am not familiar with it but will take a look. It's good that it's not a dirt cheap value stock, because if they ever get that cheap in the ERP space you know they're probably down for the count. Value is not the way to invest in ERP. Is there a good place to get up to speed on CMMS "computerized maintenance management software" and Datastream's place in the space? BTW, I now am getting very much into the ERP space. I have held ITWO and ORCL for a while, and just yesterday opened a position in PSFT. Also recently entered Checkfree CKFR which will soon fit into the bigger picture. I'm probably getting close to an ERP index with these investments, and don't want to overexpose myself... But I do like these kinds of businesses. Shane

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