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

To: Rick Kupcunas who wrote (2686)	10/14/1998 12:17:00 AM
From: gc	Respond to of 4509

I don't think it's time to buy yet. I think this is what's going to happen: PSFT may report 1 or 2 pennies below expectation (not bad enough to pre-announce but not good enough to go to Alex Brown conference), stock will tank again if this proves to be true.

To: Rick Kupcunas who wrote (2686)	10/16/1998 5:04:00 PM
From: TomT	Read Replies (2) \| Respond to of 4509

Rick - How many A/R, A/P, G/L, Payroll, etc type back office accounting type systems are really left for Peoplesoft to invade? I believe there are still a lot out there, but not near the growth PSFT had earlier this decade when these types of systems were in dire need of a company like PSFT. Sales Force Automation, Customer Care is the next growth ERP sector with Seibel (SEBL) leading the charge here. Though SAP, some 1-2 years behind SEBL, can come on strong in this new area for them. Better stick with companies that produce hundreds of different products, ride the outsourcing wave, have plenty of cash, are tied into great companies like Cisco, HP and Compaq, and are constantly changing both the industries they serve and internally they way they operate. One such company is Smart Modular Tech (SMOD). Good Luck!