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

To: aps who wrote (2424)	10/2/1998 5:32:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4509

aps, I think readjusted. Others here please comment. Im from backoffice and we are getting hit the worst. Frontoffice is better off, and you know Oracle has a bunch of activity in front office so maybe they are better off. I dont know what to think about consulting rates. Yes they are still high - but, its not as robust as it was. On consulting rates, one interesting point from my mathematics past. When ERP consulting started the rates were almost as high as they are today. This was 1994/95. The job market in Ca was not as tight. As the job mkt has tightened, the ERP rates havent climbed really. My theory is that it is the overall labor market keeping the rates up vs. the demand for the skills, which was the case in 94-95-96. Oracle has some good things going with 8i remember so dont let this psft mess get you down. Michelle

To: aps who wrote (2424)	10/3/1998 1:59:00 PM
From: Raptor	Read Replies (1) \| Respond to of 4509

aps .. How well do you know them? I suspect some exaggeration when claims of over $300 are made. I don't claim to be all-knowledgeable, but I have not heard of this and I am in the business. And yes, business does sound good. I am going to be at a meeting next Friday where I might get a better current feel on US rates.

To: aps who wrote (2424)	10/5/1998 6:30:00 PM
From: ratlong	Read Replies (1) \| Respond to of 4509

Michelle, I think you hit on an interesting point which those "consultants" don't work for the actual companies. What the ERP vendors need to do is reduce the high cost of implementation and bring what remains inhouse. For example, PSFT and SAP both cost a company 1M to buy the software. Andersen charges 10M to install. Whoever wins on the service front will begin to win business. If they can reduce the implementation cost to 50% of current and handle it internally, they offer a significant competitive advantage AND a revenue stream. I think it comes down to automated methodologies and intelligent implementation tools. Eliminate the human cost and you begin to win business. Some idle rantings...