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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (5615)	12/31/1998 1:17:00 PM
From: Shane M	Read Replies (1) of 78763

Wallace, Wright Sullivan is the first mention of DSTM that I recall. After looking into it I bought some earlier this week. His insight is much appreciated in my buy decision. I don't think this fits this thread's criterion for value, but _relative_ (and "relative" valuations have to be judged more carefully) to the ERP software space valuations, this is about as cheap as I've seen a solid company sell. High market share and rapid rev growth indicate they're still strong and growing. If they get much cheaper they usually have serious problems. DSTM has an informative site at dstm.com Shane

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