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Technology Stocks : ROSS SYSTEMS a turnaround?

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To: Robert DeHaven who wrote (2695)2/12/1999 11:55:00 AM
From: WTSherman  Read Replies (2) of 3067
 
As we've discussed on the various ERP threads before, the high end ERP players are stuck between a rock and a hard place. The high end market is pretty saturated and routinely disappointed in products like SAP. The price models in place for product and services in the high end segment are so far out of reach for mid-tier company's that its generally not even in the realm of possibility to move with a SAP.

From SAP's point of view, the products are very costly to purchase and deploy, they can't really lower their prices(or their cost) without totally undercutting their ongoing Fortune 500 business.

Meanwhile, the mid-tier co's are the one's looking to upgrade and deploy new ERP apps. All the ERP relatd vendors are down right now, but, I think the one's that will show the best results are ROSS, PSQL and INFM.
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