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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: Melissa McAuliffe who wrote (2472)10/4/1998 2:35:00 PM
From: Chuzzlewit  Read Replies (1) of 4509
 
Hi Mel,

I think your analysis is perfectly consistent with what PeopleSoft's management said. Excerpts that Tom published indicated that deals were not price driven. Someone else on this thread (sorry, I don't recall the author) indicated that as SAP dropped prices PeopleSoft responded by expanding functionality.

TTFN,
CTC
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