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

To: John Carragher who wrote (1442)7/13/1998 2:09:00 PM
From: David W. Ricker  Read Replies (1) | Respond to of 4509
 


FYI

news.com



To: John Carragher who wrote (1442)7/14/1998 8:53:00 PM
From: LLCoolG  Respond to of 4509
 
John,

Your referenced article mentioning "Weak Asia....Strong European/N. American growth helped SAP to 60% growth..."

This is the opposite of last quarter, when SAP was stronger in other regions than in N. America, where PSFT was eroding their market share. But N. America was weak in this sector in Q1. If this area was good for SAP in Q2, it probably bodes very well for PSFT, at least back to the 2 cents above estimate level.

I'm hoping for 3.

Regards,

G


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