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

To: LLCoolG who wrote (1547)	7/21/1998 9:23:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 4509

LLCoolG, I really believe the traditional ERP business is slowing. I haven't looked at the SAP numbers in detail, but are you saying that Sap experienced strong new license growth in N. America? Im just not seeing that. The problem with Sap is, it is such a complicated package to implement and plan for, I suspect some of the numbers Sap posted for this qtr were actually a result of momentum they had in the past. Of course I'll have to ask one of the acct experts - Melissa? - about this, but thats what I suspect. The supply chain and SFA areas seem to be going like gangbusters. Michelle