PSFT - 1999: The "Make-It-or-Break-It" Year? Message Board

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Technology Stocks : PSFT - 1999: The "Make-It-or-Break-It" Year?

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Oct 29 5:00 PM EST

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To: Chuzzlewit who wrote (187)	3/11/1999 12:40:00 AM
From: Shane M	Read Replies (1) of 1274

Chuzzlewit, >>>>1. Is the slow down a reflection of a saturated market for S&P500 companies or is it the result of a diversion of IT funds for Y2K remediation?<<< Received a contrarian response from Michelle Harris on the i2 thread. She very much feels that Y2K is being used as an excuse for ERP weakness . As an insider I value her outlook. Y2K = El Nino = Olympics = blame for poor performance? She says: Message 8249695 I dont think any of the problems we are seeing in software are due to Y2K!!! If Y2K is a factor, it is maybe 20% of the problem, max. I2 hasn't blamed anything on y2k but sap and psft (and some analysts) have. There might be a small relief rally in these stocks right before y2k, maybe November or so but I don't see a revenue boom for Sap and psft after y2k. I actually think psft should try to sell themselves to sebl or IBM (or invent something new). shane

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