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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: Elmer who wrote (3849)12/12/1998 3:15:00 PM
From: Lizzie Tudor  Read Replies (2) of 4509
 
Yeah but I think Oracle is hitting Sap for those numbers. I just dont know how successful psft is in claiming the Sap-casualty accounts. For example, both Applied Materials and Dell chose Oracle apps after failing with Sap. For a long time Oracle had better classic mfg than psft but I think that has changed.

I dont think psft is going to move for a while, irrespective of this orcl news. I think orcl went up based on some new engine technologies they have and the perceived msft/doj troubles. Just a gut feel. I still like psft as a company though.

Michelle
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