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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: Rollcast... who wrote (568)3/30/1999 10:31:00 AM
From: ynot  Read Replies (1) of 108040
 
IMIC
Large volume Order Entry package bolt on from Sweden.
Helps Oracle compete with SAP in CPG market.
Announced IBM initiative.
BUT potential class action and revenue/cost doldrums
I am holding, looking for steps up to $4 then $8--year end end of April I believe.

I really like Oracle and IBM in this sector.

Also like the ecommerce/call centre add-ons, will post after DD.

Know the sector fairly well.

Best of luck

ynot :)
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