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


To: space cadet who wrote (1937)8/27/1998 2:40:00 AM
From: Chuzzlewit  Read Replies (2) | Respond to of 4509
 
No need to point to the networkers. Just look at how PSFT was battered in Feb-Mar of 1997, only to come roaring back when earnings were published. 60-65% per annum growth isn't chopped liver.

TTFN,
CTC



To: space cadet who wrote (1937)8/27/1998 10:23:00 AM
From: nnillionaire  Read Replies (1) | Respond to of 4509
 
Re: >)So the question for you ERP gurus is obvious: it is- is there a CSCO equivalent in the ERP field. I think the obvious answer is no.<

From today's WSJ: (subscription needed)

interactive.wsj.com

excerpt:

In recent years, companies have been spending millions of dollars on complex enterprise software, one of the hottest tech sectors around. SAP's product, R/3, is by far the industry leader, and has helped push the $70 billion SAP to annual sales growth rates of more than 60%.

Good Investing