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To: Bob Rudd who wrote (6110)3/7/1999 12:04:00 PM
From: Michael Burry  Read Replies (2) | Respond to of 78507
 
Re: ERP, I tackled the subject in an article I wrote for MSN, published this weekend. A lot of people are crying "value" but I don't see it - at least not in PSFT.

moneycentral.msn.com

SAP looks expensive but I didn't really crunch its numbers. I've gotten flamed big-time on the Yahoo PSFT thread for this article. Those Yahoo threads are fairly educational for what the "greater fool" is doing these days.

Good investing,
Mike