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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 (1660)	7/29/1998 9:43:00 AM
From: E. Mark	Respond to of 4509

For what it's worth, on CNBC this morning, Cramer of Street.com dumped on PSFT. He said the days of momentum stocks like PSFT were over and it's time to sell them for "old tech" like INTC and CPQ. If he could say anything without whining I might take him more seriously; an intelligent, but short sighted man with a narrow mind and a big mouth. Perhaps I am wrong, but I'm long on PSFT.

To: Raptor who wrote (1660)	7/29/1998 9:54:00 AM
From: Just_Observing	Read Replies (1) \| Respond to of 4509

Baan's revenues were only 230 million compared to 320.5 million for PSFT. Yet based on yesterday's closing prices, the market cap of Baan was only about 300 million lower than that of PSFT (8.7 billion) - less than 4% difference in market cap. In the previous quarter, Baan had revenues of around 180 million compared to PSFT's of around 277 million. For the first six months, PSFT's revenues are nearly 50% greater than Baan's. The numbers don't make sense.