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

To: Lizzie Tudor who wrote (12833)	7/18/2002 11:47:14 PM
From: techanalyst1	Respond to of 57684

I'm not talking about psft's margins. I'm talking about sebl's margins due to competition from psft. As far as psft: What are they offering? Are they offering any vendor financing or stock warrants? Sometimes there is more than numbers on a paper that are involved. I have no idea what they are offering, but if they are replacing sebl or winning deals over sebl, there must be a reason. Maybe it's just a friendlier customer service department or less hard sell. (That's how symc started taking back share from Network Associates years ago when Bill Larson was still in charge at Net). TA