Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: RFH who wrote (7465)	5/9/1999 1:55:00 PM
From: JZGalt	Respond to of 18933

Robert, I strongly recommend you consider some ERP software companies for either AIM or Buy and Hold. These companies are going to produce outsized gains post-y2k issues which have depressed their prices. Client server technology will be coming to europe post-y2k and that should offer significant boost to new sales and upgrades of SAP software. I think I've missed the first move upwards in SAP, but better late than never. Other players would be: ITWO, PSFT, JDEC and SEBL in this area. If you did just a bit deeper you find GCTI which is the most interesting niche company I have found in quite some time. They integrate ERP functions with call centers and other front office functions. I think you will find these much more profitable (AIM'ed or otherwise) than Latin America funds. ---- Dave