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To: BelowTheCrowd who wrote (1228)	12/25/1998 4:56:00 AM
From: bob zagorin	Read Replies (1) \| Respond to of 1354

have you seen his latest issue on ERP / SCM. i was into that mindset well before murphy having read several major brokerage reports going against the general philosophy that ERP was dead because of Y2k and recession. It will drive competitiveness and e-commerce. I had already bought JDAS and still believe that ROSS will be a big winner. I also bought PSFT near the bottom but sold on the runup after Murph's coverage. sold too soon actually. also check out IMIC, INFM, JDEC, RMDY (Murphy stock), CATP, KEA, PSQL. Lots of opportunities here. I think Murph has it right but his west coast focus will cause him to miss a few.