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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (6099)	2/24/1999 9:54:00 AM
From: Mike 2.0	Read Replies (2) of 78495

Re: 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. But Y2K is one of the big drivers in ERP installations now. Many companies with otherwise perfectly servicable legacy systems are opting to replace systems entirely rather than venture an attempt to render legacy code Y2K compliant. I remain skeptical that ERP will regain its previous momentum after 1/1/2000, as one of the biggest (IMO) motivators in initiating an ERP conversion will have gone away. My .02, business intelligence may well take center stage at that point, as these ERP customers will want to get some useful information out of their systems they paid so dearly for. That said, which BI stocks are value stocks? IMO you can't swing a dead cat without hitting an SQL generator (Cognos, Bus.Objects, Seagate Software, Brio, etc. etc.). The difference between these products IMO are nominal. I would like to find some different BI approach aside from SQL code generation of one incarnation or another. I will take a closer look at stocks in this category and post anything of interest. Please do the same!

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