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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Wizard who wrote (12820)	7/18/2002 7:18:14 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

Psft had a great quarter from what I can see. I don't believe Tom's claim that the "suite" model that Larry is selling isn't working. I believe it is working, especially for supply chain and to some extent for CRM. Craig Conway says 6 customers replaced sebl with psft 8 crm. I agree that psft CRM (the old vantive) isn't best of breed, but maybe big shops just don't want to support two distinct sets of IT support staff for disparate apps anymore. Sure looks like Tom is in a class by himself doom and gloom-wise. edit- psft slamming swaps in the call, its sebl that does this is it not? Psft says "one competitor" is increasing his use of barter transactions... anyone know how I can figure this out L (I will post notes on psft call later this eve)

To: Wizard who wrote (12820)	7/18/2002 10:21:09 PM
From: techanalyst1	Respond to of 57684

Well.... I heard the same thing I did last quarter. Lots of quoting research that crm is a hot growth area as if he's either trying to convince himself or sell the stock. I don't know what the problem is, but I think it was a mistake not to pre announce. My sister told me that she saw on TV that Washington Mutual is offering loans of 5% on homes with the 5% coming from a credit card. Not sure if they plan on selling those loans, but that type of thing is just not a good idea in my book. She went to the bank and closed her account the next day. She has a biz where she deals with doctors. She's been accurate in predicting local economic conditions for the last 20 years. She swears we're slowing down. Docs are paying MUCH more slowly and once again she's not seeing elective surgeries (she started to see elective procedures again late last year and early this year. People pay for elective procedures out of their pockets and stop doing it when they feel like the economy is weakening I guess). We'll see if she's right or not. Housing stocks are performing like the telecom equipment and software stocks when ceos kept saying there was no slowdown. I don't know if it's just redemptions or what, but I don't like the action in the market one bit. TA