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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: David W. Ricker who wrote (1630)8/9/1998 10:52:00 AM
From: Rudi Strobl  Read Replies (1) of 4509
 
David,

a few weeks ago, you wrote that PSFT "is going to be there nipping at SAP's heels". Well, apparently, SAP which has just listed ADRs on the NYSE, plans to grow in excess of the market in North America. This implies that they plan to take share. Question I want to pose here is who will they be taking share from if not PSFT and BAAN?

Rudi
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