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Technology Stocks : Clarify - upside to EPS -- Ignore unavailable to you. Want to Upgrade?

To: RDH who wrote (888)	9/17/1998 1:14:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 1062

RDH, I dont know if Melissa reads this thread, so better send her a pm. For me though, as Ive said there are lots of companies in enterprise software that represent decent values, this being one, but the question is when will these stocks eventually rise. Clfy is too small really to do much on its own... its not really a turnaround play anymore, so really you have to look at the larger players like psft and when they start to recover, then this one will move. Since most analysts are crediting the ERP weakness to y2k, then that means it wont be until mid 1999 until things really improve (I happen to think the mkt is kind of saturated too which is even harder to read). It seems like the strongest stock in the space is Sebl, you might want to diversify with some of them too, because by the time things improve for these stocks Sebl will have Scopus completely integrated and will no doubt be fierce competition for Clfy. Michelle