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

To: Lutz Moeller who wrote (2584)10/9/1998 11:12:00 AM
From: GJD  Read Replies (3) | Respond to of 4509
 
PSFT is projected to grow 40-45%,while SAP is expected to grow 35-40%. I personally believe PSFT coming from a smaller base can grow much faster than SAP. PSFT has 90% revenue from the U.S. where the economy is still growing. Their Intl rel 7.5 should help them compete effectively in Europe vs SAP. The Intl. markets can be a huge plus for PSFT with dollar falling.


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