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 1:30:00 PM
From: Lizzie Tudor	Read Replies (1) of 4509

Well... I think the realization is setting in that enterprise software is slowing, for everybody - probably due to y2k but could be other issues at work as well, such as asia crisis (for tech customers), tech worker shortage, etc. The only enterprise sw company that posted excellent numbers this time around was Sebl, and that was a little tough to read since Sebl is also taking mkt share away from their competitors (meaning, no assurance that the space is exploding anymore). Regarding Cramer, he definitely doesn't understand the products, competitive environment of enterprise software - who will win long term, etc. however his general gloominess in this case might be a correct call on stock price (he just cant seem to understand that rmdy is not as valuable an asset as say, ITWO). I think in terms of product, architecture etc. PSFT is in a great position vs. Sap, particularly in the small business arena, which is where the high growth rates are coming from. But for the next year I'll bet we stay in the 30-50 trading range. BTW, there are also a lot of consultants on the beach at Psft this qtr. Michelle

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