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

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

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Oct 29 5:00 PM EST

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To: Mr Logic who wrote (266)	3/21/1998 12:57:00 PM
From: Chuzzlewit	Read Replies (1) of 4509

Patrick, I don't know whether what I am about to say is true or not. It is conjecture at this point, so take it for what it's worth. From what I've been able to gather, it seems that the major factor hindering Peoplesoft is not the availability of potential new business -- it's the ability to perform timely. I get the impression that the biggest constraint on PSFT is capacity based on the number of trained consultants and specialists. This is probably true of its competitors also. That factor, coupled with PSFT's extremely conservative accounting, (remeber, deferred revenue gives us excellent visibility) leads me to believe that shorting this stock based on the possibility that it might miss its numbers by a couple of cents is really playing with fire. Regards, Paul

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