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: bob zagorin who wrote (369)	3/31/1999 11:31:00 AM
From: Michael Burry	Read Replies (2) of 1274

First off, as the other bear here, let me say that Poseidonas tarnishes the bears' image, and I hope it doesn't rub off. I receive a mag called ComputerWorld which is actually pretty good. An article in the most recent issue highlights Oracle following SAP into supply chain management products, gives example of a business that is choosing Oracle over I2 and MANU because I2 and MANU's products go overboard relative to what the business needs. This was surprising to me. No mention of PSFT in the article. My fiancee is also working on a new implementation of intranet-based Oracle financial/accounting ERP apps. I still think PSFT is way behind the curve, even with PSBN. The same issue headlines a story where 80% of businesses plan to halt new implementations of ERP software and hardware by June so as not to hazard prolonged retesting. Ouch. It does look rather unscientific though. Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next