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: Melissa McAuliffe who wrote (1461)	7/16/1998 1:57:00 PM
From: Curtis E. Bemis	Respond to of 4509

No reason for anal-ysts to justify anything- Here is the link-- quicken.com Thursday, July 16, 1998 09:56 AM NEW YORK, July 16 (Reuters) - Credit Suisse First Boston said Thursday its analyst team started coverage on technology companies. -- Covered companies include Advent Software Inc. (Nasdaq:ADVS) , HNC Software Inc. (Nasdaq:HNCS) , Sapient Corp. (Nasdaq:SAPE) and Whittman-Hart Inc. (Nasdaq:WHIT) with strong buy ratings. -- ARIS Corp (Nasdaq:ARSC) , Complete Business Solutions Inc. (Nasdaq:CBSL) , Electronic Data Systems Corp. (Nyse:EDS) , First Data Corp. (Nyse:FDC) , Gartner Group Inc. (Nasdaq:GART) and Manhattan Associates Inc (Nasdaq:MANH) rated buy. -- Mastech Corp. (Nasdaq:MAST) , Transaction Systems Architects Inc. (Nasdaq:TSAI) , Documentum Inc. (Nasdaq:DCTM) , SAP AG (Frankfurt:SAPG) , i2 Technologies Inc. (Nasdaq:ITWO) and J.D. Edwards & Co. (Nasdaq:JDEC) also rated buy. -- Computer Sciences Corp. (Nyse:CSC) , Radiant Systems Inc. (Nasdaq:RADS) , Reynolds & Reynolds Co. (Nyse:REY) and PeopleSoft Inc. (Nasdaq:PSFT) rated hold. Quote for referenced ticker symbols: WHIT, TSAI, Frankfurt:SAPG, SAPE, REY, RADS, PSFT,MAST, MANH, JDEC, ITWO, HNCS, GART, FDC, EDS, DCTM, CSC, CBSL, ARSC, ADVS

To: Melissa McAuliffe who wrote (1461)	7/16/1998 2:31:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 4509

I dont like these CS First Boston people. They were way off on Manu. Psft is the best of the ERPs as an investment now, imo. Psft is winning against Oracle and beginning to nibble at Sap. The only negative with psft is that they dont seem to be able to execute on Red Pepper, but it could be a shortage of personnel. If CSB has a hold on the entire sector (all ERPs) then ok but if PSFT is a hold and Sap is a buy, I say ignore it. Michelle

To: Melissa McAuliffe who wrote (1461)	7/16/1998 10:38:00 PM
From: Sami Khoury	Read Replies (1) \| Respond to of 4509

I find it interesting that CS First Boston comes out with a "Hold" about 1 week before PSFT announces their earnings, they couldn't have come out with anything else...Imagine a buy/strong-buy coverage and then PSFT comes out below estimates, there goes the reputation of the analyst. Likewise, if they would come out with a negative coverage and PSFT beats estimates, CS looses too. So a Hold is meaningless...Ignore them... just my "first" 2 cents contribution to silicon investor