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: Elmer who wrote (2782)	10/16/1998 3:44:00 PM
From: Chuzzlewit	Read Replies (2) of 4509

David, thank you for a very dispassionate view of PeopleSoft. Because I buy most of your arguments, I bought heavily earlier in the week. I do quibble with two points, however. The first is the potential saturation of the ERP market. I think that the market is so huge and growing so rapidly that it will be many years before we will view this as a mature market. Second, the assertion was made by LLcoolG that GS owned a lot of shares of PSFT, and subsequently sold them. Where is the evidence of that? I know of no major ownership position by GS. Do you? TTFN, CTC

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