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: bob zagorin who wrote (307)	3/25/1999 10:57:00 PM
From: Michael Burry	Read Replies (1) of 1274

Is PSBN unique? Is not SAP doing it (internet transaction server) or Oracle? Is security an issue given the open technologies vs the closed legacy of ERP? "Security through obscurity" sacrificed in the switch from client/server? Is PSFT really going to be able to leverage out of HR? Are not other ERP cos better able to leverage out of their more complete/integral apps? These are questions for which the answers generate uncertainty in my mind. So my mind clashes with the general enthusiasm for PSBN for PSFT bulls, who need it given the dearth of other material. Of course, IMO the market is already reacting, telling us what it thinks with a yawn. And there's a lot of smart folks looking at ERP. Given, I may not be one of them. IMO, the big ERP cos are really trying to cover all the bases, and even they don't really know where the next generation will come from now that there's this saturation issue. The intranet is likely, but how the benefits will drip down to the players do we really know? Mike

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