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: Lizzie Tudor who wrote (219)	3/11/1999 2:27:00 PM
From: bob zagorin	Read Replies (1) of 1274

i agree in part michelle. large blue chips have generally completed largescale ERPs but small and mid-size cos and rest of world haven't. there is also a lot of room for SCM, OLAP, sales mgt, e-commerce etc. most of my $$ in this sector is in smaller os. that target these areas more directly but i do think PSFt is a great bet with a 6-12 mos horizon because of their huge installed base that can move to these areas.

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