Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Melissa McAuliffe who wrote (2681)	10/14/1998 11:58:00 AM
From: mauser96	Read Replies (1) \| Respond to of 4509

It really doesn't matter whether you or I think that ERP is becoming a commodity. What matters is the market perception, and the recent price action of companies like PSFT and SAP indicates the market is far less sanguine about the outlook for ERP than it was 6 months ago. If you will take the trouble to read my posts you will see that I don't think they are a commodity either, just that the eventual trend is toward commoditization. This is probably many years away. Or I should say commoditization in the same way that a Lexus, BMW, or Mercedes are commodities, in that they all get you where you are going in style and comfort. Some people will prefer one over the other, but the functional differences are minor.The rule is that all businesses eventually head in this direction, and I see no reason that software shouldn't follow the rule. Since software is such a new business this may take decades for some products, less time for others. In the case of software there is far more likely to be one big winner even at at that late a stage. We may be to some extent stuck in a semantic problem here in defining the word 'commodity"