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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year
PSFT 0.00010000.0%Oct 29 5:00 PM EST
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To: Melissa McAuliffe who wrote (1685)7/29/1998 2:04:00 PM
From: Lizzie Tudor  Read Replies (1) of 4509
 
Melissa,
Im with you about the Jan calls - but... selectivity is required in enterprise sw like never before it seems. So, avg companies with avg products just arent going to get huge multiples for the next 2 years is my guess, dispite solid numbers. So if you look at say, clfy, even if they post good numbers Im just not sure the stock is going to rebound heavily. Even on the arsw (olap sw) thread they are talking about why their stock is so low - people just dont want to see that this is a problem with the entire sector at this point vs. company specific. I doubt seriously that CA is going to bounce right back from its lows for example.

I really like PSFT,ITWO,SEBL,MANU as companies and if the sector comes back into favor we have to get a bounce on those. But the mid-tier, Im not sure sure (some would argue Manu is mid-tier but I like the company so let me disclose my bias right up front).

Nobody commented about Sap v. Psft in the small business arena. I really believe Psft will take Sap there - and there are lots of smaller installations coming with the proliferation of NT and the cheap enterprise servers Dell is selling,etc. What small business wants to go through the pain and suffering of a Sap installation?

Michelle
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