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: Elmer who wrote (2028)	9/1/1998 5:04:00 PM
From: Lizzie Tudor	Read Replies (2) of 4509

They are working on it, as are all the ERP vendors. All the vendors have an NT offering available now but it is on the Oracle platform. Hypothetically speaking, I would say that enterprise sw is heading for the commodity space, possibly to be owned by msft, except for the customizations/consulting involved at the app level. Msft really is a tools company. That means they can take the engine, but unless something really changes with their biz model, the consulting and services which are synonymous with ERP will make the apps biz undesirable to msft. Otoh eventually their growth has to come from somewhere. MH

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next