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

To: Lizzie Tudor who wrote (1688)	7/29/1998 2:31:00 PM
From: Melissa McAuliffe	Respond to of 4509

Michelle--- Two points...First about this small business arena....I don't know how psft is doing in this area. I know they've signed up a number of resellers since there have been a number of press releases on this. But...keep in mind that if the growth is actually slowing in the large companies, they are going to have to sell an awful lot of this software to smaller companies to make up for it. I don't know what kind of prices these resellers are paying for the software or if its a royalty arrangement or what. But in any case psft is going to get a lot less than if they sold it themselves (obviously this doesn't make sense) or if they sold it to large companies who are typically less price sensitive. I also think there is different competition in this area so it's not as if sap is the real issue here. With respect to your comments about the midtier companies in the industry. I wouldn't touch them right now. But I never liked them before anyway. I'm with you on psft, itwo and sebl. As you know, I've never followed manu. I think that right now manu is in a slightly different situation since they're coming off a bad quarter which isn't the case for the other three. But they probably have the most upside potential. But in the case of manu, it might make sense to see how this quarter ends up. It's interesting but I think there are a lot of investors who don't understand this industry at all. Therefore anything with the word enterprise software in its description is getting hit. Right now there is no reason for sebl to drop the way it has other than this. Actually I think that itwo and psft have also dropped more than they should but I guess we just have to wait until people figure it out.