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

To: Elmer who wrote (2028)	9/1/1998 5:04:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 4509

They are working on it, as are all the ERP vendors. All the vendors have an NT offering available now but it is on the Oracle platform. Hypothetically speaking, I would say that enterprise sw is heading for the commodity space, possibly to be owned by msft, except for the customizations/consulting involved at the app level. Msft really is a tools company. That means they can take the engine, but unless something really changes with their biz model, the consulting and services which are synonymous with ERP will make the apps biz undesirable to msft. Otoh eventually their growth has to come from somewhere. MH