PSFT - Fiscal 1998 - Discussion for the next year Message Board

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.

Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year

PSFT 0.0001000

0.0%

Oct 29 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tom Gebing who wrote (2184)	9/9/1998 5:27:00 PM
From: Tom Smith	Read Replies (1) of 4509

Lehman Brothers analyst Brian Skiba really seems to have his finger on the pulse of PeopleSoft. Here is his report from last week, written the day before the conference call. lehman.com I was impressed by his ability to predict the things that management was going to say in the call. Specifically, he predicts (and PSFT did say): >>> emphasis on success in vertical markets (Management spent several minutes describing their IBU structure and its success) >>> two-horse race with SAP in the high-end market; Oracle and Baan falling behind; JD Edwards seen only in mid-sized accounts >>> PSFT still holds pricing power; no discounting required to maintain or expand win rate >>> ERP industry is recession-resistant, as shown by performance in early 90's Skiba's post-call report should be available in another day or two. It should be an interesting read as well. Tom

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next