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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

PSFT 0.0001000

0.0%

Oct 29 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Burry who wrote (306)	3/25/1999 9:48:00 PM
From: bob zagorin	Read Replies (1) of 1274

i'm not going to defend the analyst but could you focus for a minute on the substance of his analysis. what, if anything, do you have to say about his evaluation of PSBN? he makes a several very important points, i think. among them (going from memory w/o reviewing the documents); 1. psft owns the client/server market in human resources and related apps. 2. cos. would sooner change their operating system than these systems. 3. by establishing a intranet web portal system within these large systems that allows access to all employee functions, these cs. stand to save an enormous amount of money of which PSFT only needs a small fraction to realize $1b/yr. opportunity. 4. that's not even counting the multiple opportunities that can be leveraged from that base - sales and customer mgt; supply chain, analysis.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next