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: Melissa McAuliffe who wrote (2136)	9/4/1998 6:20:00 AM
From: Lutz Moeller	Read Replies (1) of 4509

Melissa, one-stop-shopping You hold itwo, if memory serves me right. So do I. As well as psft. I'do not understand what psft does in the supply chain sector. But I worry, whether the psft effort will eventually outdo itwo. I2 maybe a great company in their field. What I worry about more, is the tendency do do one-stop-shopping for critcal technical stuff (the same idea that helps Cisco a lot). The one-stop-shopping of course favours the vendor offering a lager variety, then the specialist with only one product. Also the responsibilities are easier to attach to one vendor, when You buy software from one vendor, against a boatload full of pieces, You then have to integrate. Any comments? Lutz

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