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To: wlheatmoon who wrote (29401)	3/31/1999 4:37:00 PM
From: NW Bronco Fan	Read Replies (1) \| Respond to of 86076

At 3 times revenues, it's not exactly cheap yet. A buy somewhere around $7 maybe?

To: wlheatmoon who wrote (29401)	3/31/1999 4:42:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 86076

MKC, these stocks will be great buys, back in Jan on this thread I was talking about the upcoming bull case but as I said then the inflection point should come with the mkt low this summer. SAP, JDEC, PSFT, Baanf, will be great buys at that time....the prices are becoming attractive but. the Y2K lock-down period will not end until 3/1/2000.... they will bottom 6 to 9 months ahead of that time That's my current take on the ERP stocks.