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

PSFT 0.0001000

0.0%

Oct 29 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mr. Bob who wrote (268)	3/22/1998 6:31:00 AM
From: Mr Logic	Read Replies (1) of 4509

Mr Bob, given that there are many more small companies than large ones I would not be surprised if 30% of all companies have not started working on Y2K yet. >>PSFT isn't a Y2K company anyway, that's just gravy. People have been selling tons of application software for years without needing Y2K to spur sales.<< I disagree here. There have always been application companies but the position now is far from what it was even 10 years ago. Many companies used to have bespoke, mainframe based systems, or a core financials package with package/bespoke systems around that. IMO the reasons for the explosion of this market over the past 5 - 10 years include: Better ERP software Pressure from BPR consultants (do BPR, implement new systems) Awareness in senior ranks of the company that IT should be a key part of the business Year 2000 catalyst Once a company has selected say, SAP for their ERP systems they are pretty much off limits to the other ERP vendors for a good while (though HR opportunities may still present themselves). I see this as a limitation to big sales and I think we will see the slowdown over the next year. >>You sound like you're trying so hard to convince yourself<< It may come across like that but I am trying to maintain a civil and polite atmosphere as I value these discussions. >>well PSFT is a freight train, SO WATCH OUT!!!<< I see it more as a graceful glider, soaring too high. A little turbulence and it could lose half its height in a few moments. >>Seriously though, I would really like to thank you for your posts. They always inspire someone to rave about what a great company PSFT is!<< I know Peoplesoft too, but this is not about the co., it is about the stock price. At some time people will want to cash in their paper gains, especially if they see them leak away.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next