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: Lizzie Tudor who wrote (2646)	10/13/1998 1:37:00 PM
From: mauser96	Read Replies (1) of 4509

Michelle..I agree that with time any software space will tend to become more of a commodity. That doesn't mean that it will cease to be profitable, because even in a semi-commodity market software tends to produce one or two big winners, because of the cost of learning to use a different product. Word processing is a good example- all the products do the job but Microsoft makes most of the money and completely dominates. I read a report from Gartner Group that suggested that each of the products in the ERP space had distinctly different strengths and weaknesses, which suggests that there is still room to distinguish products in the ERP space. If I interpret correctly, you are saying that the perceptions of prolonged weakness in ERP are true, and that the best days of growth in software in general, even excluding any temporary Y2K slowing, are in the past. I would be particularly interested in knowing your reasoning for the latter. How has the fundamental picture for software in general changed?

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