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

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

PSFT 0.0001000

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Oct 29 5:00 PM EST

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To: Raptor who wrote (1495)	7/20/1998 9:33:00 PM
From: Lizzie Tudor	of 4509

Raptor,Chuzzlewit,and all: Here's one probable reason for todays drop: news.com "Sap sees growth slowdown" The traditional ERP space is definitely softening, but some new mkts are heating up (one being retail, which psft bought into recently - cant remember the co name). Also SCM is very hot. Sap is not as agressive as psft in new mkts which is one of the reasons Im not in Sap. In any case, Im not expecting a blowout from psft but Im sure the numbers will be respectable... and long term I thing psft will gain on sap for the reasons mentioned. Michelle

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