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Strategies & Market Trends : Value Investing

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To: EACarl who wrote (6078)	2/24/1999 12:17:00 AM
From: Shane M	Read Replies (2) of 78496

Eric, On Infinium and entire ERP sector in general. I think the fear is still growing out there that business might go into the deep freeze until Y2K passes. This IMO will limit the upside on alot of these for maybe another year, but I'm willing to accumulate on weakness. I'm hoping to catch some of the larger companies in a selloff should it occur. From a quick look Infinium doesn't seem very differentiated from the pack. What do you feel is their competitive advantage? If you like these kinds of stocks, Datastream DSTM is another value IT stock that has been mentioned on this thread that is caught up in the same psychology negative psychology as the sector. Shane

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