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To: John Pitera who wrote (40398)5/11/1999 3:50:00 PM
From: Lizzie Tudor  Respond to of 86076
 
I think the next generation products coming from the ERPs look a lot like some of the internet companies... look at verticalnet vs. psft psbn (peoplesoft business network). This won't work for psft because there is no tie in to their software, + vert being an internet company is not expected to be profitable. Make sure you buy some ERPs that aren't going down this path.... although everybody may bounce irrespective of fundamentals



To: John Pitera who wrote (40398)5/11/1999 3:50:00 PM
From: wlheatmoon  Read Replies (1) | Respond to of 86076
 
wonder why JDEC made such a big move today?

ERP's coming back from the dead.....the problem I see is do I nibble now or wait for the inevitable correction....these stocks have already taken a beating, so they don't have much to fall,,,,but with a large correction,,,,everything will tumble.........

what to do, what to do........



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