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

To: MoneyMade who wrote (2525)	10/5/1998 4:26:00 PM
From: Melissa McAuliffe	Read Replies (4) \| Respond to of 4509

>>Sherlund said the global slowdown may ground PeopleSoft and other high-flying business software makers. Ok....what does "may ground PSFT" mean exactly?? Also, could someone please help me with something. Do SAP's shares trade on both the NY and German exchanges. If I see # of shares outstanding for sap is 531.2M does that include all the shares?? Or are there more? The reason I'm asking is because I'm getting tired of hearing how SAP is 3x the size of PSFT. Ok...so what....their market cap is 3.5x PSFT's. You know, I could see where this 3x as large might be more significant if psft were some little dinky 100M company. But PSFT isn't exactly small......and probably far more nimble than SAP.....the bigger the ship the harder it is to steer.... Also, I wish some of these analysts understood things just a little bit better. Just because SAP is cutting their prices doesn't mean that PSFT will lose of have to cut theirs.... I wish some of these people who make these damn statements had spent some of their careers at least working in some of the industries they cover. And WHY are they ignoring PSFT's ability to erode SAP's business outside the U.S. now that they have a more competitive product?? One other thing I'm wondering about.....PSFT went into the outsourcing business with HR. I think on the cc they said they were expanding this. This too will fall into services revenue I guess so it "doesn't count" it seems. Oh well.....I'm just irritable right now. At least people here on SI are civil. I was just reading the yhoo thread. They apparently don't have any rules over there. I guess they should look into hiring a webmistress.<g>

To: MoneyMade who wrote (2525)	10/6/1998 8:33:00 AM
From: Edward F. Horst Jr.	Respond to of 4509

Suggest Mr. Phillips check out all the Y2K stocks threads and results. They are all seeing slow downs in license and service revenues and their stocks have all tanked. If companies really have the Y2K problem the magnitude that doomsdayers would have us believe, these vendors would have stocks going skyward along with revenues and profits would be historic since that type of market demand would create incredible price elasticity. As for Mr Sherlund, didn't he appear at the conference call in one of the three conversations posted? Was he listening? Alex Brown is the best contrarian indicator when they upgrade/downgrade stocks. Show me when they have EVER been correct -- ahead of the move! I bought more in the 20-21 range and would add lower if it slips, which I don't expect. These analysts have earned their salaries by getting these ERP stock prices down, IMHO. As for SAP, read Computerworld this week and they are in a heap of hurt. They are actually losing share over the past two years, customers have to spend inordinate $$$$$ to make their software easy to use and the CEO stated last week that improvements are ~ 2 years away. PSFT in CC addressed pricing pressures also. Were any analysts listening?