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Technology Stocks : ROSS SYSTEMS a turnaround?

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To: bob zagorin who wrote (2754)4/2/1999 2:48:00 PM
From: Greg h2o   of 3067
 
i agree, bob. it will be interesting to see where their earnings for the quarter fall.... i would think, however, because of just how early this prerelease is, they won't be very close to the estimates. of course, that's just a swag. they typically have contracts coming late, but clearly this isn't just one or two loose contracts. it's more fundamental than that. i do think things will begin to pick up in the second half. however, summer has never been a particularly good period for erp companies with exposure in europe. it may be august or september before the sentiment changes. i can wait that long. it hasn't dropped back below 1 7/8....yet.
greg
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