Clarify - upside to EPS 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 : Clarify - upside to EPS

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Melissa McAuliffe who wrote (876)	8/25/1998 3:32:00 PM
From: Lizzie Tudor	Read Replies (1) of 1062

Melissa and growthvalue, Yeah youre right about the Psft acquisition strategy - forgot that. Im just hoping psft doesnt acquire Ariba after investing, that would be a mistake imo. Anyway just in general Im glad to see these partnerships based on the functionality it offers to the customer base. A lot of SCM technology transcends the demand/supply continuum, so even though technically SCM is mfg technology, a lot of companies view it as a mkt package based on the "demand planner" and some other components to the system. So, the direction in ERP is the integration of front office and back office technologies - this will allow process improvements to mfg, etc. The thing is, Sap and Baan already have front office packages so psft was out in the cold here. But you know what happens when a vendor tries to be everything to everybody (the Sap approach). This way, with an alliance, Psft has something to sell and at the same time the front office players can develop autonomously. I also think that front office may not make sense as an acquisition target now that I think of it. Im kind of in awe of the psft strategic planning dept. Michelle

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next