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

To: Rick who wrote (2132)	9/3/1998 11:05:00 PM
From: davep	Respond to of 4509

Actually I was refering to the strong stock movement and speculation on mon+tue that was due to the announcement of this CC.Do expect a nice haircut tommorow and will not be holding it for long.

To: Rick who wrote (2132)	9/3/1998 11:32:00 PM
From: Melissa McAuliffe	Read Replies (1) \| Respond to of 4509

Well I was thinking about this cc and wanted to just make one more comment. I think the most significant part of that call had to do with the growth in International. Before the call I think we knew they expected stronger International sales this quarter (at least I think I heard this). They didn't give any numbers. But I think what is very interesting and what has changed the competitive landscape significantly for psft internationally is release 7.5. At least that's how it sounds to me. They just about said that before this they didn't have a really competitive solution. Sure you can win some deals...but you really need a product that can truly compete internationally. So combine that with their strength with the EURO and things are definitely looking very positive. I never could figure out why their international revenues were such a small part of the total. 14% is not much. Well...this explains it. They just didn't have a good competitive solution. Sure they could sell some but to really become an International presence, one needs an International product. Now that they do and with Release 8.0 I think we're going to see some really nice numbers down the road. So who do you think is going to lose even more market share.....Maybe it's time to short SAP. Anyway, that's my last post on this topic.......maybe.<G> Melissa