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Politics : Idea Of The Day

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To: william busby who wrote (24094)	3/5/1999 4:44:00 PM
From: Judy	Read Replies (1) of 50167

Bill, I think PSFT will be dead investment money for another quarter or so until it can convince the Street of its profitability. At the moment the whole erp sector is out of favor, and SAP is better positioned than PSFT when the Street is ready to look upon the sector again. There are probably better investment alternatives, companies will be coming out with forward guidance in a few weeks. However, there are recurring buyout rumors for PSFT so your guess is as good as mine in that case. Let me know if you did the swap re:internet stocks.

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