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: Intel Trader who wrote (1663)	7/29/1998 10:37:00 AM
From: Raptor	Read Replies (1) of 4509

PSFT near $35 - down near $3 ... FUBAR BAAN only off 1/2 or so. They emphasized comparisons to SAP during the conf call and claim their sales are near 75% (not 31%) when include in maint revenue etc which the competitors do not include. In 1995 they say SAP made 10x BAAN revenue and it is only 3x for first half of 1998. No similar compare was given to PSFT. I got the impression they only look at SAP as competition and don't count PSFT for much more than a fly buzzing around the room (possible exaggeration here). They feel they are gaining market share and not losing it. Only ERP with web-enabled front-office. Strong MSFT relationship and claim Gates himself has stated they are most forward looking company and using MSFT capabilities to greatest advantage (whatever that means and i paraphrased).

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