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Technology Stocks : Verifone (VFI)

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To: Andrew Dent who wrote (340)4/26/1997 1:21:00 PM
From: Clam Clam   of 369
 
Thanks Andrew. You say MSFT isn't suited to do vertical selling and that pricing isn't a consideration for Fortune 1000 companies for c/s enterprise apps but don't you think that as SAP, BAAN, PSFT and ORCL get bigger and bigger, it is inevitable pricing will come into play? I mean, how much value add can ORCL financials have over PSFT financials? Don't you think Oracle is in a position to hurt PSFT, BAAN and SAP?
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