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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Wright Sullivan who wrote (5557)12/24/1998 11:02:00 PM
From: Shane M  Read Replies (1) | Respond to of 78746
 
Wright -OT-,

Thanks for mentioning DSTM. I am not familiar with it but will take a look. It's good that it's not a dirt cheap value stock, because if they ever get that cheap in the ERP space you know they're probably down for the count. Value is not the way to invest in ERP.

Is there a good place to get up to speed on CMMS "computerized maintenance management software" and Datastream's place in the space?

BTW, I now am getting very much into the ERP space. I have held ITWO and ORCL for a while, and just yesterday opened a position in PSFT. Also recently entered Checkfree CKFR which will soon fit into the bigger picture. I'm probably getting close to an ERP index with these investments, and don't want to overexpose myself... But I do like these kinds of businesses.

Shane



To: Wright Sullivan who wrote (5557)12/25/1998 9:16:00 AM
From: Wallace Rivers  Respond to of 78746
 
Wright;
Happy holidays to you, and good to see you visit this thread. I was lucky to get DSTM on the IPO (I sold out about 1 month later, not quite a "flip"!), and will revisit at such a low relative valuation. Thanks, and good luck with your investments in '99.
Edit:
I suspect you have some local knowledge of DSTM, being from S.C.


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