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Technology Stocks
Enterprise Resource Planning & Supply Chain Management
An SI Board Since January 2001
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Emcee:  Thomas DeGagne Type:  Moderated
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29Bob, here is my opinion of what is happening internally at GEAC: Here's my Thomas DeGagne-2/2/2001
28Epicor Reports Fourth Quarter of 2000 and Year End Financial Results biz.yahoo.cThomas DeGagne-2/1/2001
27PSFT Small & Medium Enterprise strategy evaluation at technologyevaluation.cThomas DeGagne-2/1/2001
26I feel the same way you do Bob. I sold my PSFT in early Dec. because I thought Thomas DeGagne-1/31/2001
25thos. fwiw, you know i have followed psft for long time; started current psft thbob zagorin-1/31/2001
24<b>PeopleSoft Announces Record Financial Results PeopleSoft 8 Drives LicenThomas DeGagne-1/31/2001
23<b>Industri-Matematik Launches Collaborative Supply Chain Execution InitiaThomas DeGagne-1/30/2001
22A detailed four page article on Baan: <b>Will 2001 Be The Year Of BaanThomas DeGagne-1/27/2001
21yep, and don't plan on selling. i don't see them as any more than a nichbob zagorin-1/26/2001
20I hadn't considered the ASP model. But I believe that they are getting onlyThomas DeGagne-1/26/2001
19Thos., on INFM, i honestly haven't done a lot of research into INFMs model. bob zagorin-1/26/2001
18Ross Systems Announces 2nd Quarter Earnings, Return to Profitability Ahead of Exbob zagorin-1/25/2001
17<b>Infinium Reports Results for the First Quarter Ended 31 December 2000&lThomas DeGagne-1/25/2001
16in general, i think you're right. i also look for temporary macro situationsbob zagorin-1/25/2001
15I believe the vast majority of analysts are too focused on the past and lack sufThomas DeGagne-1/25/2001
14Here is a good post on Geac: Message 15242103 I also had a great post to you yeThomas DeGagne-1/25/2001
13Thanks for the info Greg. I always read your posts on the MRVC thread. I have Thomas DeGagne-1/24/2001
12<< What do you think of AMSWA? >> hey guys....just a little input whGreg h2o-1/24/2001
11continuing on MANU. your points are well taken. i bot MANU in low teens last yeabob zagorin-1/24/2001
10I think MANU is very expensive for a marginally profitable company. I believe aThomas DeGagne-1/24/2001
9IMIC made a bunch early in the year but bot back too soon and lost some in the fbob zagorin-1/24/2001
8What do you think of AMSWA? On a value basis they are incredibly cheap. They hThomas DeGagne-1/24/2001
7DataMirror Extends Partnership With J.D. Edwards To Provide ClusterProven BusineThomas DeGagne-1/24/2001
6nice thread start it's bookmarked thanks JBox-By-The-Riviera™-1/23/2001
5it was an IPO last year. Thos. I post frequently to a number of individual stockbob zagorin-1/22/2001
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