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Technology Stocks : Peritus Software Services (PTUS)

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To: Robert Gomez who wrote (1515)7/21/1998 1:22:00 PM
From: TEDennis   of 1960
 
Robert: Re: big increase in license demand ...

Hmmmm, interesting question.

I think if the tool had originally been released as a Windows product, it would have been easier to penetrate the market. Most sites have a Windows based platform somewhere, but most don't have a UNIX based platform.

However, at this stage of the game (or, where I think we should be at this stage of the game, although corporate America doesn't seem to agree) ... I think that sites will be (or will shortly be) scrambling to get ANY kind of solution.

The importance of the Windows/Unix differentiation has been diminished. It's still a factor, though, in my opinion.

But ... I'd still choose a mainframe based solution over either one. We old retired IBM mainframe bigots are like that, you know.

Happy investing,

TED
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