Recent Peoplesoft Weakness (72 1/2 to 66) Message Board

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Technology Stocks : Recent Peoplesoft Weakness (72 1/2 to 66)

PSFT 0.0001000

0.0%

Oct 29 5:00 PM EST

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To: Valley Girl who wrote (49)	10/7/1996 3:25:00 PM
From: Rudi Strobl	of 116

Red Pepper fills void in Peoplesoft's product line. PSFT started out in Human Resources, branching into financial services and admin but with no presence to speak of in the manufacturing segment. Red Pepper has been working on Demand Flow Technology (dynamic order and production scheduling) which provides PSFT with the basis of entering the manufacturing/ops area where it will be competing with companies like Baan who recently captured a piece of the Boeing and Ford business. By the way, Baan has also been on the acquisition trail, acquiring Berclain, a Canadian company that had developed DFT technology. This is an excellent move for Peoplesoft and enhances its competitive position via SAP and others.

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