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

To: Lizzie Tudor who wrote (1310)	6/20/1998 10:06:00 PM
From: JJ	Respond to of 4509

Michelle, Appreciate your response and insight. Mucho gracias. Regards, --JJ

To: Lizzie Tudor who wrote (1310)	6/22/1998 7:34:00 PM
From: Marq Spencer	Respond to of 4509

Michelle, I would second your opinion. The notion of software components written by different companies, working together seamlessly, and customers choosing the ones they want is a pipe dream. The reality is that many vendors own modules do not work together seamlessly, so to expect that those created by multiple vendors would is just plain incorrect. In fact, if you look at the blockbuster software successes of the 90's (product annual revenue > $1B) they're all integrated solutions to complex problems (MS Office, SAP/R3, Oracle DBMS, CA Unicenter, MS operating systems). (BTW, it is small list, isn't it). The more the integration, the better the customers like it. No user wants to be in the integration business. No user wants to be in the customization business either, but since every business is unique and runs differently, complex software has to be customized. This, of course, leads to a lucrative consulting business for independents as well as the suppliers themselves. - Brian.