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: Tom Smith who wrote (214)	3/11/1999 2:11:00 PM
From: Lizzie Tudor	Read Replies (3) of 1274

Tom and Shane.... how do you explain the stregth in Siebels business if the slowdown in ERP is y2k ralated? That is the problem with the y2k "excuse". For that matter, we haven't seen any real weakness in I2 either - I think there could be some based on what I see happening to psft and Sap but nothing yet really. You can even expand on things a little and say that y2k should be affecting all aspects of IT spending, therefore we should see some decline in router upgrades, networking software etc. Not a 1:1 with enterprise software but we should see something. Of course those businesses are booming. Thats my rationale for thinking this is not y2k related. I think the mkt is saturated. Front office is not saturated, thats why Sebl is still going up. I'm not trying to be negative on psft or this industry, I'm just trying to be realistic. Michelle

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