PSFT - Fiscal 1998 - Discussion for the next year Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year

PSFT 0.0001000

0.0%

Oct 29 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: larry who wrote (1912)	8/26/1998 2:15:00 PM
From: Lizzie Tudor	Read Replies (1) of 4509

larry, Melissa and Chuzz no doubt have opinions here also.... as Im sure you are aware the entire enterprise sw sector is out of favor due to y2k and maybe some saturation etc. So at this very moment there is not much activity in the stock. However, if you like software then you have to like the enterprise space long term so its just a question of picking the winners. IMO the whole industry is converging around sebl, psft and sap. Im not a big Sap fan myself because I dont like the technical architecture of their product and (compared to psft) the management doesnt seem to have as much vision. The psft mgmt is superb in terms of vision - this is based on their recent acquisitions. So, imo psft will gain on Saps mkt share. Even if that doesnt happen though, psft will still gain on the existing Oracle and JDE installations. Actually I think Sebl probably offers the most upside potential right now at this moment but psft is #2. Long term, who knows. MH

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next