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 (4393)	1/28/1999 8:46:00 PM
From: Lizzie Tudor	Read Replies (1) of 4509

Hmmm well I dont know how the mkt will react to this but I was thinking the street was looking for $Zero license growth in backoffice this year. Well, thats what I was looking for anyway, and psft hit the mark (sad but thats what my expection truly was). I dont think Oracle apps numbers will be that much better than this - except that they have the wild card I2 connection that is helping them a little. We'll have to see tomorrow if this was factored into the stock price or not. Heres an article on Sap someone gave me: "Analysts suspect growth of new licenses in the fourth quarter was flat. " Psft is actually mentioned as a recipient of the mkt changes that are hurting Sap - but before you get too excited, Baan is also mentioned and we know where they are. forbes.com I still say, for those that own this company you can make up the losses in the bandwidth sector pretty quickly if you wait until the spring correction and buy @Home or csco or one of the other comms.

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