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

To: Intel Trader who wrote (1663)	7/29/1998 10:37:00 AM
From: Raptor	Read Replies (1) \| Respond to of 4509

PSFT near $35 - down near $3 ... FUBAR BAAN only off 1/2 or so. They emphasized comparisons to SAP during the conf call and claim their sales are near 75% (not 31%) when include in maint revenue etc which the competitors do not include. In 1995 they say SAP made 10x BAAN revenue and it is only 3x for first half of 1998. No similar compare was given to PSFT. I got the impression they only look at SAP as competition and don't count PSFT for much more than a fly buzzing around the room (possible exaggeration here). They feel they are gaining market share and not losing it. Only ERP with web-enabled front-office. Strong MSFT relationship and claim Gates himself has stated they are most forward looking company and using MSFT capabilities to greatest advantage (whatever that means and i paraphrased).

To: Intel Trader who wrote (1663)	7/29/1998 10:38:00 AM
From: Elmer	Read Replies (1) \| Respond to of 4509

IT Looks like a selling climax to me. DW

To: Intel Trader who wrote (1663)	7/29/1998 1:30:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4509

Well... I think the realization is setting in that enterprise software is slowing, for everybody - probably due to y2k but could be other issues at work as well, such as asia crisis (for tech customers), tech worker shortage, etc. The only enterprise sw company that posted excellent numbers this time around was Sebl, and that was a little tough to read since Sebl is also taking mkt share away from their competitors (meaning, no assurance that the space is exploding anymore). Regarding Cramer, he definitely doesn't understand the products, competitive environment of enterprise software - who will win long term, etc. however his general gloominess in this case might be a correct call on stock price (he just cant seem to understand that rmdy is not as valuable an asset as say, ITWO). I think in terms of product, architecture etc. PSFT is in a great position vs. Sap, particularly in the small business arena, which is where the high growth rates are coming from. But for the next year I'll bet we stay in the 30-50 trading range. BTW, there are also a lot of consultants on the beach at Psft this qtr. Michelle