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Technology Stocks : ROSS SYSTEMS a turnaround?
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To: Investor Dave who wrote (2753)4/1/1999 9:45:00 PM
From: bob zagorin  Read Replies (2) of 3067
 
WT, your argument makes sense but i still like ross's growth rate and their penetration of the mid-market verticals they have targeted. i've been buying a bunch of these beaten ERP's. i guess i was a quarter too early but i think the market will start revalue them about six months before the turn.

wts, there is a change toward the e-commerce model and corporate intranets. some think this will doom erp but i say much of corporate web managed enterpise (new acronym WME) will be grafted on to the ERP installed base. maybe some web companies will just buy some of these companies like aol bought netscape.

bl, i agree with your basic premise - these companies must have advanced enterpise software to run their operations from top to bottom. otw, they can't compete.
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