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Technology Stocks : Epicor (EPIC) -- Ignore unavailable to you. Want to Upgrade?

To: Douglas M Hess who wrote (244)	1/7/1999 11:50:00 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 309

nice to hear about Acompora reco... should help... really need that 35% eps growth in Q4 (excluding charges) SAP has undue influence in Platinum's sector... SAP is slowly becoming recognized as very very big, far too ambitious in their grandiose plans, and insultingly dismissive of the nimble little US firms that are gradually eating from their oversized lunchtables... it will be years if ever before entire business chain from orders to deliveries is fully integrated and woven together by SAP's or anybody else's software... niches are an important part of every single evolving business, and ERP is growing and evolving rapidly last time SAP got hammered on news front, a few supply chain firms shot up as market realized their growth at SAP's expense... would not call SAP fat, dumb, happy... do call them GARGANTUAN, ARROGANT, VULNERABLE... they pissed off evvvverrryonnne at recent convention, as they claimed openly they will crush all competition!!! they are dirtbags WallStreet loves investments (such as one-time charges) that positively affect future operations... rarely does single charge overshadow a good earnings story, except when it appears to be a sinking ship story... they carefully separate the two: earnings from operations vs total earnings picture mucho resistance at 13 as mentioned in past messages... but it chipped away significantly... next upmove will likely cut thru 13's I am holding for 16+ / jim willie