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 8:52:00 PM
From: Melissa McAuliffe	Read Replies (2) of 4509

<<They turned it around in the next four quarters. Can PSFT do the same?>> ORCL's problems at that time were of an execution nature vs. problems hitting the entire sector. That's the difference here. I don't necessarily see this as something PSFT can turnaround since it's not an execution problem. I wish it were. This is a sector issue right now and has hit all the ERP players. SAP is in no better shape right now than PSFT regardless of what they may say. ORCL(apps, BAAN,JDEC,etc. all are in the same boat. So the real question you have to ask yourself is in what time frame MMTM's products will start being released to PSFT. Will these products help PSFT leapfrog the competition....how much revenue will they generate, in what timeframe. How much of the slowdown is due to Y2K vs.market saturation. How much can the middle market contribute while waiting for the new technologies/products to be released,etc,etc. I don't know the answers obviously but therein lies the key to knowing how long it will take. I agree w/Michelle about the athm's and aol's. Also, I still strongly believe that sebl is today where PSFT was four years ago from an investment perspective and has tremendous upside potential in the front office sector which is the only growing area in enterprise software today. SEBL just announced 89% growth for last year. Wait...I forgot scm and in that sector I still like ITWO.

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