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Technology Stocks : Datastream Systems, Inc. (Nasdaq: DSTM) -- Ignore unavailable to you. Want to Upgrade?

To: J R Fisher who wrote (497)	1/7/1999 9:33:00 PM
From: blankmind	Respond to of 721

- Favorable article on DSTM's sector after the market close - per the Yahoo evening news, fnews.yahoo.com - enterprise software companies are in for good news; as the push is to collapse margins & increase quantity. My other stock, JD Edwards, JDEC, is mentioned, as its one of the bigger players. But DSTM fits the bill as well. - 1 paragraph... Bottom line on these macro thoughts? Well, there are a few. First, this bodes very well for the ERP software companies. It's not a nice-to-have thing -- it's a need-to-have thing. Second, barring an exogenous shock to the market, the likely way the market will revert to the mean is a speeding up of asset turns and a decrease in margins for commodity goods, distributors, and near-commodity goods. Brand, for instance, is going to have to mean value as well as image. But that's not anything earth-shatteringly new, as a company like P&G knows. It just means they'll have to keep on working on delivering supply and distribution chain improvements and manufacturing efficiencies to the consumer.