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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 (1495)	7/20/1998 9:24:00 PM
From: John Carragher	Read Replies (1) \| Respond to of 4509

Could you explain it to me again. good night and good luck, everyone meeting here at 5pm ET John

To: Raptor who wrote (1495)	7/20/1998 9:33:00 PM
From: Lizzie Tudor	Respond to of 4509

Raptor,Chuzzlewit,and all: Here's one probable reason for todays drop: news.com "Sap sees growth slowdown" The traditional ERP space is definitely softening, but some new mkts are heating up (one being retail, which psft bought into recently - cant remember the co name). Also SCM is very hot. Sap is not as agressive as psft in new mkts which is one of the reasons Im not in Sap. In any case, Im not expecting a blowout from psft but Im sure the numbers will be respectable... and long term I thing psft will gain on sap for the reasons mentioned. Michelle