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: Melissa McAuliffe who wrote (1461)	7/16/1998 2:31:00 PM
From: Lizzie Tudor	Read Replies (2) of 4509

I dont like these CS First Boston people. They were way off on Manu. Psft is the best of the ERPs as an investment now, imo. Psft is winning against Oracle and beginning to nibble at Sap. The only negative with psft is that they dont seem to be able to execute on Red Pepper, but it could be a shortage of personnel. If CSB has a hold on the entire sector (all ERPs) then ok but if PSFT is a hold and Sap is a buy, I say ignore it. Michelle

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