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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: wlheatmoon who wrote (29401)3/31/1999 4:42:00 PM
From: John Pitera  Read Replies (1) of 86076
 
MKC, these stocks will be great buys, back in Jan on this thread I was
talking about the upcoming bull case but as I said then the inflection
point should come with the mkt low this summer.

SAP, JDEC, PSFT, Baanf, will be great buys at that time....the prices are becoming attractive but. the Y2K lock-down period will not end until 3/1/2000.... they will bottom 6 to 9 months ahead of that time

That's my current take on the ERP stocks.
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