SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Mbrane (NASDAQ: MBRN) - An enterprise solution? -- Ignore unavailable to you. Want to Upgrade?

To: Jatin Kadakia who wrote (704)1/4/2000 7:51:00 AM
From: Veiko Herne  Read Replies (1) | Respond to of 1238
 
Jatin

I'm not screaming. It's obvious, that INFM have better fundamentals, than CNTR. But CNTR have better management, new ideas and it's on other sector. ERP market is always conservative. What worries me in ERP market is, how VC's and analyst look to ERP market. At least my VC experience is, that they think SAP is enough and when You don't want to beat SAP, You will be looser. They don't understand, that business software made to logistic and manufacturing companies don't fit to financial, service and telecommuniation sector.
I'm also long in INFM. Other business software stock, I'm following is DLTK (project management software). Once I did well on BEST, but this one is now too high now and founders have left the company.

Veiko



To: Jatin Kadakia who wrote (704)1/4/2000 7:26:00 PM
From: Munificent Gnome  Respond to of 1238
 
Jatin:

Thanks. INFM's fundamentals are impeccable. I believe they will have a big year. CNTR's potential, though, is gargantuous. I have both, so no complaints here.

George.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News