Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tom Smith who wrote (1369)	7/7/1998 8:18:00 PM
From: LLCoolG	Read Replies (2) \| Respond to of 4509

Hi all, I finally broke down and got on SI, and just wanted to get in here. I started following this thread in 4/97 when I shorted at 36. Unfortunately, and probably much to your delight, I got slaughtered, and got saved on Crash Day, getting out at 56. I bought in this April at 51 hoping to make my money back from the stupid short, and have been disappointed, but I feel that 60-65 is about right at the end of the year, so I am holding out. I see PSFT as a strong company, with a strong balance sheet, and a valid accounting system. I also believe that they can manipulate their numbers with their deferred revenues. Anyone else think they may have "only" beat the number by one penny to give themselves, and others, a chance to get back in? For some reason, I fail to believe that this is the end of the ride. Anyone else think they will pummel the estimate on the 22nd and ride the stock back up into the 50's? Any thoughts on this, instead of the GC banter would be sweet. Take care. G

To: Tom Smith who wrote (1369)	7/7/1998 9:51:00 PM
From: Raptor	Respond to of 4509

Tom Smith ... I hate to say it, but.... I love it!!!!!!!!!!!! Raptor, the SAP Basher

To: Tom Smith who wrote (1369)	7/7/1998 10:06:00 PM
From: singletree	Respond to of 4509

Probably several. Wonder if FoxMeyer had other problems? Sorda reminds me of an ambulance chaser.

To: Tom Smith who wrote (1369)	7/7/1998 10:39:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 4509

Oh man.... someone finally suing Anderson for a failed implementation. Why not sue SAP I wonder? What a can of worms this is. I have to say, that in my experience the customer management is usually at least equally to blame for these implementation fiascos. Andersen used trainees instead of experienced professionals Interesting, Andersen has a bunch of different levels of people. Of course the junior people are the cheapest. I wonder if that accusation will stick because Im sure Anderson would love to get as many "senior" people into a site as possible. MH