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Technology Stocks : Enterprise Resource Planning & Supply Chain Management -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (25)	1/31/2001 3:10:22 PM
From: Thomas DeGagne	Respond to of 54

I feel the same way you do Bob. I sold my PSFT in early Dec. because I thought the good news was priced in. Still, I was impressed by their report; they substantially exceeded earnings expectations. Did they say something negative in the CC? I think that their earnings clearly indicate a rebound in ERP spending is underway. Many of the stocks have not discounted rising license sales and the opportunity for weak comparisons throughout 2001. The small cap stocks in particular are trading at very low multiples. ERP should be an excellent area to invest money this year. Enterprise Resource Planning & Supply Chain Management Portfolio Sorted by Revenues siliconinvestor.com Enterprise Resource Planning & Supply Chain Management Portfolio Sorted by Market Cap siliconinvestor.com

To: bob zagorin who wrote (25)	2/1/2001 3:44:05 PM
From: Thomas DeGagne	Respond to of 54

PSFT Small & Medium Enterprise strategy evaluation at technologyevaluation.com: PeopleSoft Joins The Hunt For SMEs technologyevaluation.com This is a three page article. Event Summary On January 8, PeopleSoft Inc. (NASDAQ: PSFT), one of the leading business applications providers, announced PeopleSoft 8 Accelerated Enterprise, one of the first turnkey solutions that combines Internet-based applications, rapid implementation services, training, and financing for small-to-medium enterprises (SMEs) ranging from start-ups to companies with $500 million in revenue. Accelerated Enterprise should allow mid-size enterprises to rapidly implement and manage PeopleSoft 8 eBusiness applications, including Customer Relationship Management (CRM), Supply Chain Management (SCM), Human Resources Management System (HRMS), Financials, and Professional Services Automation (PSA). The company claims its comprehensive PeopleSoft 8 Accelerated Enterprise solution can be implemented in eight to 12 weeks.

To: bob zagorin who wrote (25)	2/2/2001 10:47:03 AM
From: Thomas DeGagne	Read Replies (1) \| Respond to of 54

Bob, here is my opinion of what is happening internally at GEAC: Here's my take on the management change at GEAC. Traditionally, GEAC has focused on growth through acquisitions. This had been a successful strategy for years; however, acquisitions take time and effort to merge into a single, productive operation. I believe that GEAC avoided many of these issues by sacking most of the senior management and administrative workers at their acquisition targets and keeping product lines (and development) separate. With the JBA acquisition, cultural and operational differences finally caught up with GEAC. The old management (CEO & CFO) were not focused on dealing with operational issues: they were distracted by the quest for more acquisitions. The new management is focused on fixing the operational and cultural issues that had been ignored. At this point, a new release of the JBA product which is integrated with SmartStream has been released. This will stimulate license revenues which provide the highest GM%. The bank debt is being dealt with. Y2K is behind us and will make for easier comparisons going forward. Assuming that the new management will be able to make some improvement in operational efficiency, we should soon see a significant improvement in GEAC's profitability. Share price appreciation will follow immediately thereafter.