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: Michael Burry who wrote (428)	4/5/1999 6:27:00 PM
From: Elmer	Read Replies (1) of 1274

Hi Michael, I think that business is on a software buying strike. While ERP may be a saturated market, many other specialty software firms that are not ERP companies are warning about earnings. Documentum got killed last week and Aspect Development today. I think that many others are going to caution with respect to forward guidance during this quarter's conference calls. I would watch Platium Software, Genesys Telecom and I2 Technologies.

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