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

To: Wright Sullivan who wrote (604)	4/25/1999 9:55:00 PM
From: Shane M	Respond to of 721

Wright -off topic-, RE DSTM: I agree with you in thinking that we know something that's not fully reflected in the stock price yet. RE ITWO: i2 never really fell as much as ERP over the past several months. I don't think I'd call their valuation a firesale. The SI thread on i2 is pretty good, but posting activity is fairly infrequent. Yahoo has a decent thread too. The company doesn't issue alot of press releases so often there's not alot to talk about. The best info I get seems to be the quarterly conference calls. In the CC's management does an excellent job of laying out the competitive environment. You can listen the the most recent CC at c-call.com RE Peregrine: Don't know about them. At first glance they're priced fairly richly but growing like crazy. RE: SEBL: Also priced richly, but they're becoming the Gorilla in Sales Force Automation software. Shane