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Technology Stocks : ROSS SYSTEMS a turnaround? -- Ignore unavailable to you. Want to Upgrade?

To: seth thomas who wrote (2699)	2/13/1999 12:20:00 PM
From: Rick Kawala	Read Replies (1) \| Respond to of 3067

> From what I can tell, the biggest problem with ROSS' stock price > is its sector. In my opinion, ROSS's big problem is credibility: ROSS fails to meet the expectations it sets up. When they manage to meet the earnings number that they presumably spoon-fed to the analyst (analysts?), the stock goes up. Last quarter, expectations went from 10 cents to 4 cents, and then they failed even to meet the lower number. I think investors are waiting for consistency, and won't pay up until they get it. Best, Rick

To: seth thomas who wrote (2699)	2/13/1999 5:52:00 PM
From: Robert DeHaven	Respond to of 3067

Steve, I couldn't agree more there is a sector problem here not a company specific one. There is nothing wrong with ROSS. Evidence that the market is not going to hammer ROSS any further was that jdec took a nose dive and ross held....If the stock doesn't go down on a day when jdec and the nasdaq are taking a dump...then it will eventually go up. Just a matter of time. The consulting revenues were up nicely last Q and margins are very comfortable at 50% plus. I don't think Vohs should sell for $10 probably $12 to 15... good luck, bob