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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 (3451)11/3/1998 3:17:00 PM
From: Lizzie Tudor  Read Replies (1) of 4509
 
Shows this company truly is visionary.

Absolutely I agree. Psft is the best of the ERPs. Bummer this mini-downturn we are in, but in any case it will be over by mid-next year.

I love the PSBN news. Thats exactly the right direction imo. The internet enables this technology, which is an entirely new space, for companies like psft to exploit. So, there is no reason the ERPs cant continue to prosper vs. the alternative scenario which some had mentioned where sw companies peak at some $$$ revenue.

One interesting area to look at is Psft in the mfg sector. Can anybody comment on how they are doing there. I will say that I dont think psft has done as well with Red Pepper as they could have. In general, Im not sure the mfg area is shaping up as well as psft mgmt would like vs Sap. It could be that all the tedious functionality of mfg was just too hard to replicate in a few years vs. the longstanding Sap apps. The reason I bring this up is, I think psft mgmt is smart to do this PSBN thing, a completely new concept, and sell themselves with that vs. the more difficult strategy of hitting Sap head on with mfg functionality.

That said, I doubt there will be much movement in the stock between now and the end of the year. I dunno, it just doesnt seem like anything can drive the price upward news-wise.
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