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: Beltropolis Boy who wrote (2359)	10/2/1998 3:52:00 PM
From: Lizzie Tudor	Read Replies (1) of 4509

Im tired of hearing this threat of competition chant as the reason that all these companies are missing their numbers. I believed it a few months ago with SCM. Now I dont believe any of it. Nobody is taking mkt share away from Psft. Sap sure isnt - no way. Nobody is cannabalizing anybody elses business - except - Siebel hurting the other front offices. Thats the only one I believe. Eveybody else is just mkt weakness and thats it. Postponement of new implementations. Michelle

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