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Pastimes : The Naked Truth - Big Kahuna a Myth

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To: wlheatmoon who wrote (36293)4/26/1999 11:49:00 AM
From: John Pitera  Read Replies (2) of 86076
 
They have made no progress on the downside in the last 4-6- weeks
and then SAP was upgraded by Deutsche bank last wed.

JDEC has a 3 years earnings growth rate of 99% and has a PE 21
and is selling at 1.5 times sales.

I have seen 4 analysts on CNBC in the past month who when asked about the ERP stocks said to stay away from them this year due to Y2K.
It's tough to want to stay out when the contrarian says to start getting in the pool.

I've started to do some buying in SAP, JDEC, and PSFT,

The only transaction I made last week was to buy some METG the day they fell to 8 a share, I was late and bought At 9 and have an order to buy at 6.25.

I have used METG's services and they are worth a look at if they have another downleg. METG does IT consulting for corporations, They and
Gartner Group (IT) are 2 of the bigger players.
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