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Technology Stocks : ROSS SYSTEMS a turnaround? -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (2888)	1/13/2000 9:51:00 AM
From: Greg h2o	Respond to of 3067

if correct in their assumptions, this should bode well for ROSS and others: (from SSB) Dec. Qtr. Outlook for Server & Enterprise Hardware Companies John B. Jones Jr. * The fundamentals of the Information Technology industry remain very strong with the demand drivers in 2000 remaining robust, especially the Internet and eBusiness initiatives that should start early in the March quarter. * The macro outlook is healthy and improving both in Europe & Asia. * Survey of 10% of Fortune 500 CIOs points to a very good 2000. * Y2K has created a buying opportunity in this sector, which we continue to overweight. We have Buy ratings on CDO, HWP, IBM, RDWR, TEK, and UIS. Our outperform rated stocks are Agilent, Sun and Tera. * Company specific comments follow.