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

To: bob zagorin who wrote (2751)	4/1/1999 5:39:00 PM
From: WTSherman	Respond to of 3067

Bob, the ERP guys are all in the tank. I have a feeling the next quarter will not be any better and then after that things will start to improve. Comparisons with 97-98 will look bad for most ERP's since there was such a corporate push to move over to new systems before Y2K. Now the opposite is taking place... I have both ROSS and INFM(bought more INFM when it went under $4). If you look at the two companies and realize that the price of INFM is approximately $2 more than ROSS, but, they have $3.50 more in cash, no debt(ROSS does) and sells for a lower ratio of sales/share and are consistently profitable...there is no question in my mind that INFM is a much better investment. With even a modest trend up in license revenues towards the end of this year or first half of next year they can very readily move towards $.50+/share earnings over the next 12 months. This should be able to support a $10-12 share price...