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

To: Melissa McAuliffe who wrote (2072)	9/2/1998 9:37:00 PM
From: growthvalue	Read Replies (1) \| Respond to of 4509

Whoops! Missed that post the first time around. I apologize for wasting bandwidth speculating after someone had already spoken to the company.... But now this call seems even weirder! If I had been certain of anything, it was that the call was about something material! I guess it's like Seinfeld - the conference call about nothing <g> GV p.s. I don't think the companies have commented about Y2K as being a reason, but based on InformationWeek's Y2K issue, I couldn't help but get the impression that Y2K would probably have an impact.

To: Melissa McAuliffe who wrote (2072)	9/3/1998 1:37:00 PM
From: RetiredNow	Read Replies (3) \| Respond to of 4509

Melissa and GV, I wanted to get both sides from the two of you as to my following comment: These large ERP vendors all have solutions that are now Y2K compliant. So many fortune 500 companies are actually upgrading there ERP systems to the Y2K compliant versions as one of the steps in getting all their systems up to Y2K snuff. So in my humble opinion, if that fact itself doesn't cause an increase in ERP sales, then at the very least it should offset any supposed slowdown from diverting funds to other Y2K expenditures. Then we could go on to talk about companies with a shitload of legacy systems that they are looking at having to spend millions on due to Y2k. Instead, they decide to forego these expenditures and purchase ERP systems instead. Conclusion, Y2K is not a non-event, it's a wonderful selling opportunity for ERP vendors like PSFT. At worst, Y2K will not affect revenue growth at all. At best, Y2K could cause a flurry of upgrade and new install revenues. Comments?