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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 (2171)	9/4/1998 5:28:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4509

Yeah I heard the CC. First of all, unless something dramatically changes at Oracle, I believe Psft will get the lions share of Orcl apps business, and if they do that, they will almost be on a par with Sap. Its a little like apples and oranges though because Sap has all the really big shops now. But future growth is coming from the midrange. The Oracle shops I know of are not interested in the Sap arhitecture which will invalidate any DW tools or reporting tools etc that the shop has installed on the dbms engine. (Psft and Orcl have a similar architecture in that they use SQL correctly for data, Sap does not). Michelle