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: MoneyMade who wrote (2525)	10/5/1998 4:26:00 PM
From: Melissa McAuliffe	Read Replies (4) of 4509

>>Sherlund said the global slowdown may ground PeopleSoft and other high-flying business software makers. Ok....what does "may ground PSFT" mean exactly?? Also, could someone please help me with something. Do SAP's shares trade on both the NY and German exchanges. If I see # of shares outstanding for sap is 531.2M does that include all the shares?? Or are there more? The reason I'm asking is because I'm getting tired of hearing how SAP is 3x the size of PSFT. Ok...so what....their market cap is 3.5x PSFT's. You know, I could see where this 3x as large might be more significant if psft were some little dinky 100M company. But PSFT isn't exactly small......and probably far more nimble than SAP.....the bigger the ship the harder it is to steer.... Also, I wish some of these analysts understood things just a little bit better. Just because SAP is cutting their prices doesn't mean that PSFT will lose of have to cut theirs.... I wish some of these people who make these damn statements had spent some of their careers at least working in some of the industries they cover. And WHY are they ignoring PSFT's ability to erode SAP's business outside the U.S. now that they have a more competitive product?? One other thing I'm wondering about.....PSFT went into the outsourcing business with HR. I think on the cc they said they were expanding this. This too will fall into services revenue I guess so it "doesn't count" it seems. Oh well.....I'm just irritable right now. At least people here on SI are civil. I was just reading the yhoo thread. They apparently don't have any rules over there. I guess they should look into hiring a webmistress.<g>

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