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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 (3920)12/18/1998 9:51:00 AM
From: Jean M. Gauthier  Read Replies (1) of 4509
 
Hi Melissa.

I am ... technical that is... FWIW.

SAP R/3 does NOT need to buy pieces, and "integrate" them.

They are ridiculously complex to set up, BUT rock-solid, super high-performance, very customizable, and you can run a Business on it.

Just don;t blow the install, as it will cost you a fortune. Same for PSFT, but the technical wizardry is NOT there, just smoke and mirrors.

I think SAP & Oracle (less) are carving up the market now, and PSFT is

a) feeling the heat
b) slowing down
c) getting eaten alive
d) steamrolled
e) has not weakened financially yet, BUT has had to doa spinoff
for research, a sit is being buried by that MicroSoft from Germany, SAP.

Look at Baan.... dead or dying
PeopleSoft is next, or already there, depending on your point of vue.

Take care
Jean
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