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


To: Paul Barr who wrote (2680)10/13/1998 10:38:00 PM
From: jayhawk969  Read Replies (2) | Respond to of 4509
 
Interesting effect on tech stocks!

Message 6000253



To: Paul Barr who wrote (2680)10/15/1998
From: xfiles  Read Replies (1) | Respond to of 4509
 
<..."We continue to evaluate many of the concerns raised in early October by certain analysts concerning the ERP
industry and currently anticipate being in a position to provide Peoplesoft's perspective on Tuesday, Oct. 20,"
Hill said.>

I suggest reading the above carefully and calmly.

It's difficult for me to interpret that other than as a statement that PSFT intends to say in no uncertain terms what they think about what "certain analysts" said "in early October."

I'm tempted to add to my position, perhaps shorting (more) JDEC as a hedge.