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Technology Stocks : PSFT - 1997 Outlook [closed thread] -- Ignore unavailable to you. Want to Upgrade?

To: Webbster who wrote (617)	12/9/1997 2:11:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 940

Webbster, I heard on CNBC that an analyst said the problem was due to a combination of a maturing DBMS product, and transition to the next release (12.0 I think) which were delaying sales. I didn't hear anything about applications being a problem. A lot of other programming companies are down in sympathy -- CA stc. Regards, Paul

To: Webbster who wrote (617)	12/9/1997 2:14:00 PM
From: Melissa McAuliffe	Read Replies (1) \| Respond to of 940

Webbster, I think ORCL's problems may have been more than just the Asian situation. I haven't seen their numbers yet for db and applications sales. But I think this whole thing is scaring alot of people. In the case of PSFT, it's not a problem because I don't believe PSFT is doing a significant business in Asia. However, if there was also a drop in applications sales this might impact here also since it will be taken as a sign that this market is starting to mature. Just my opinion here and welcome any other thoughts on this. Melissa