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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 (2194)	9/10/1998 11:22:00 PM
From: Lizzie Tudor	Respond to of 4509

Yeah I agree with Melissa as usual. We're in a bit of a lull and any negative news from anybody just hurts the whole sector. Irrespective of that, Oracle has its own problems and unless you really know the Oracle technical offerings vs. psft and Sap this may not be apparent to you , meaning the anlysts may be reluctant to believe that Oracle apps issues are isolated, and believe me they are. And just by definition Oracle apps customers are going to flee to psft based on product architecture... my guess is, less than 10% go from Orcl to Sap. Michelle BTW the Oracle qtr looked bad to me. I feel like Im a real downer to their party over there. They might get a rally but its going to be short lived.... 10% license growth, yikes!