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: Don Dodge who wrote (2529)	10/7/1998 8:11:00 AM
From: Edward F. Horst Jr.	Read Replies (2) of 4509

Why are they ignoring the facts from the company, e.g. the CC, etc? PSFT said SAP pricing isn't impacting them! Oracle has stated the pricing statement was standard boilerplate, taken out of context and exaggerated. It seems that Analysts had been getting some heat for not adjusting company expectations going forward, so now they all seem to be in the herd mentality of "take that". I'm sure these two are fine analysts who work hard. My question is more to whose drum are they marching to. Much of the downgrades are absolutely counter to what the companies are reporting and saying. Company's get sued for misleading investors, not analysts. Analysts are in this mode of "maybe this negative will happen", or some similar beliefs or opinions. These downgrades cause significant pain for company's in terms of doing M&A, options to retain people, perceived weakness in the competitive marketplace, etc. Just the facts folks, please. Keep the fear and emotion out of it. Can anyone else read what PSFT says and what analysts are saying and come to the conclusions the market has made?

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