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Strategies & Market Trends : Value Investing

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To: Mike 2.0 who wrote (6101)	2/24/1999 11:42:00 PM
From: Shane M	Read Replies (1) of 78505

Mike, Y2K was a driver earlier, but it's getting late in the game to begin an implementation. Recent slower results from the majority of ERP players (PSFT, BAANF, and even SAP facing some difficulty) are attributable - at least partially - to Y2K. ORCL is bucking the negative trend, here, but it's one of the few. Future ERP growth will likely be slower (most companies admit this now), and this is working its way into stock valuations in the sector now. With SAP, I don't think their stock price fully reflects the slower growth prospects going forward - that's why I'm waiting to buy. Return on Investment from big ERP implementations is not what many companies were expecting so they're turning to other solutions with demonstrable returns. ITWO is one that I like in this vein if you're interested, but this is not the land of value stocks. Shane

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