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

To: LLCoolG who wrote (2282)	9/25/1998 6:54:00 PM
From: Lizzie Tudor	Respond to of 4509

Im sorry to say that the entire enterprise software sector is just not where I want to be right now. Its not even worth shorting because we dont have the swings anymore.... well I recently had a Sap short that worked out well but Im not going to do it again until mid-next year. I think the apps business is starting to look like the engines earlier this year. Starting in about March I think, all the dbms vendors were so flat it didnt make any sense to play them. Only recently has Oracle finally started to move up but on a percentage basis it hasnt been by much. Id rather just be in Dell. Guess Im just agreeing with your post, more or less. Michelle