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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 (1784)	8/9/1998 12:48:00 PM
From: Prince	Read Replies (1) \| Respond to of 4509

My 2 cents... I work in the computer field as an applications programmer and the HOTTEST programming ticket out there is PSFT. It seems I hear about PSFT all the time in the industry, a shortage of qualified people to work with PSFT mainly because so many companies are adopting PSFT. I just left a job at Boeing and they are now using PSFT and my mom works for Safeway and they just switched to PSFT. This type of real-world knowledge would make Peter Lynch smile. I just bought PSFT a couple weeks ago at a screaming deal and it's one I'll keep holding. Good investing...

To: Lizzie Tudor who wrote (1784)	8/10/1998 10:19:00 AM
From: Tom Smith	Read Replies (1) \| Respond to of 4509

Michelle, You seem to be assuming that market share growth must occur by existing customers switching from one vendor to another. I don't think this is what SAP was suggesting. I interpret their comments as referring to the win rate of new contracts, not a percentage of the installed base. Like you, I work in the ERP industry and I find it to be a rare occurrence for a customer to switch ERP vendors after going through the effort to select and install a package. Wouldn't you agree? BTW, I personally don't have a lot of faith in the 40% North American market share estimate given by SAP. As I recall, this figure seemed to be an offhand comment thrown out by a SAP executive during an interview to publicize SAP's listing on the NYSE. To my knowledge this figure was not included in any guidance published directly by the company, as PSFT gives in its quarterly operational review. Tom