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

To: lebo who wrote (1735)	8/3/1998 11:45:00 AM
From: Melissa McAuliffe	Read Replies (1) \| Respond to of 4509

Granted the market isn't great, but I don't view the csco alliance as an announcement with significance enough to move the stock. Is this going to give psft a competitive advantage? It doesn't appear to be an exclusive. I really don't know but when I heard about this morning without knowing any details, I thought maybe this would be good for the stock. Then when I read the announcement it didn't appear to be anything major. This isn't meant to take anything away from it...it's a good thing to do...but what's the real impact. I just didn't see it. Maybe I'm missing something. BTW, I think that the SAP interview this morning wasn't very good at all and probably has had some impact here. The guy who was interviewed whose name I forgot and who I had a hard time understanding because of his accent) wasn't overly optimistic about the next several quarters primarily due to Asia and Y2k.