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Strategies & Market Trends : The New Economy and its Winners

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To: Wizard who wrote (12820)	7/18/2002 7:18:14 PM
From: Lizzie Tudor	Read Replies (2) of 57684

Psft had a great quarter from what I can see. I don't believe Tom's claim that the "suite" model that Larry is selling isn't working. I believe it is working, especially for supply chain and to some extent for CRM. Craig Conway says 6 customers replaced sebl with psft 8 crm. I agree that psft CRM (the old vantive) isn't best of breed, but maybe big shops just don't want to support two distinct sets of IT support staff for disparate apps anymore. Sure looks like Tom is in a class by himself doom and gloom-wise. edit- psft slamming swaps in the call, its sebl that does this is it not? Psft says "one competitor" is increasing his use of barter transactions... anyone know how I can figure this out L (I will post notes on psft call later this eve)

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