Enterprise Resource Planning & Supply Chain Management

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Technology Stocks
Enterprise Resource Planning & Supply Chain Management

An SI Board Since January 2001

Posts	SubjectMarks	Bans
54	6	0

Emcee: Thomas DeGagne	Type: Moderated

Introduction Compact

Enterprise Resource Planning (ERP) & Supply Chain Management (SCM) have become essential systems for any world class manufacturing company. There are many companies that offer competing products for multiple industries. In addition, many smaller specialized companies offer products for specific vertical industries. Many ERP companies also offer Customer Relationship Managagement (CRM), Business Intelligence (BI) and Enterprise Information Portal (EIP) products.

I have created this thread for the discussion of the ERP and CRM markets as well as the companies that provide these products. By pooling the information and expertise in these fields which are currently spread over many other threads it is my belief that we can collectively synthesize new knowledge.

Note: This thread is NOT for stock price updates, short term technical analysis, or off topic discussions. Posters who persist in these activities will be prevented from posting on the thread in the future.

I have created a public portfolio of the stocks so that we have a basis for discussion. See below.

The following charts will help us judge the relative performance of stocks in this area. Note: SI allows only seven stocks per chart.

Major Companies: siliconinvestor.com

Smaller Companies: siliconinvestor.com

Related Threads:

Databases and Programming Tools: Subject 50667

Business Intelligence & OLAP: Subject 50581

Enterprise Information Portals (EIP): Subject 50557

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
54	Lots of insider buying at IMIC. I like their SCM software focus and the valuati	Thomas DeGagne	-	7/13/2001
53	Lawson Software has filed an S-1 to begin down the path to an IPO. Hoover's	HubTech	-	6/25/2001
52	An additional note on AMSWA. They can not be bought out. The owner/president o	Dave	-	5/8/2001
51	Adding a new company to the ERP portfolio: SCTC. <b>Business Summary <	Thomas DeGagne	-	4/11/2001
50	Nice 3 page article on QADI: <b>QAD Finally Breaks The Red Ink Streak, Bu	Thomas DeGagne	-	4/10/2001
49	<b>Manugistics Seeing Accelerating Demand for Its Chemical and Energy Indu	Thomas DeGagne	-	4/2/2001
48	<b>Epicor Helps Businesses Maximize Customer Relationships With Content Ri	Thomas DeGagne	-	4/2/2001
47	Two SAP related announcements: SAP acquires TopTier (EIP) Message 15592324 div	Thomas DeGagne	-	4/2/2001
46	what slowdown? Manugistics Posts Record Fourth Quarter And Annual Revenue In Fis	bob zagorin	-	3/26/2001
45	Some Recent ERP company news and evaluations: Infinium Attempts To Better Gain	Thomas DeGagne	-	3/22/2001
44	<b>Logility Provides Supply Chain Event Management With Voyager Navigate;	Thomas DeGagne	-	3/12/2001
43	<b>Manugistics Continues to Execute Aggressive Technology Strategy New Com	Thomas DeGagne	-	2/14/2001
42	<b>Enterprise Profit Optimization (EPO) Emerges as Next Major Global Wave	Thomas DeGagne	-	2/14/2001
41	<b>Supply-Chain Technology Provides Excellent Growth Opportunities for Inv	Thomas DeGagne	-	2/13/2001
40	Have a small position in this company for a while.. Volatile stock but now seem	Sultan	-	2/8/2001
39	<b>Aspen Technology Introduces Supply Chain Solution Designed Specifically	Thomas DeGagne	-	2/8/2001
38	<b>J.D. Edwards Fails to Execute When the company announces full results	Thomas DeGagne	-	2/6/2001
37	i saw them in a recent SSB report on the sector but i'm not familiar with th	bob zagorin	-	2/6/2001
36	Found another ERP company, Aspen (AZPN. This is not a small company, they seem	Thomas DeGagne	-	2/5/2001
35	Interesting post on ERP companies and the Enterprise Information Portal market:	Thomas DeGagne	-	2/4/2001
34	Ally, at this time Geac is not in a position to acquire larger companies due to	Thomas DeGagne	-	2/4/2001
33	Baan Launches iBaan Portal - Positions Organisations to Take Advantage of Intern	Thomas DeGagne	-	2/4/2001
32	Thomas, in reports on GAC, written in the summer of 2000, analysts said: "	Ally	-	2/2/2001
31	Yes Bob, they focused on the apparel market and supply chain. They were purchas	Thomas DeGagne	-	2/2/2001
30	is JBA the ERP co. that focuses on retail stores like Gap etc?	bob zagorin	-	2/2/2001

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