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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?


To: Raptor who wrote (190)3/10/1998 12:25:00 PM
From: Tom Smith  Respond to of 4509
 
>> why would good expectations for ORCL be the reason for PSFT's recent strength? <<

It shows that the ERP market remains robust. People may credit good ORCL apps numbers more to an expanding ERP market than to good execution by ORCL. I don't think anyone will believe ORCL is taking market share away from PSFT unless ORCL says so directly in its conference call.

Tom