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


To: Melissa McAuliffe who wrote (2792)10/16/1998 5:22:00 PM
From: Curtis E. Bemis  Respond to of 4509
 
<what is SOHO> Small Office-Home Office

Like Mom and Pop small offices, or Work-at-Home stuff. CSCO and
its access products, small routers etc., are big in this space.



To: Melissa McAuliffe who wrote (2792)10/16/1998 8:31:00 PM
From: Chuzzlewit  Respond to of 4509
 
Mel, I think SOHO is an acronym for Small Office/Home Office.

As to the market becoming saturated, there are 500 companies in the S&P500. Certainly, the number is finite. But add to that an additional 5500 or so decent-sized publicly traded companies in this country. If you look on a world-wide basis there are around 12,000 potential corporate entities (and I am sure that given the heterogeneous nature of the larger ones that that number underestimates the number of potential installations because one company could easily have multiple installations. MO is a good case in point.) Now add to that the smaller sized companies, many of which are not public.

Now add to that the market for accounting and HR stuff in Universities. I think you are getting the drift.

Plus, businesses do not stand still. I'm sure that front office applications and some of the sophisticated things that Michelle has been talking about are being considered.

So I guess I see lots of opportunities ahead.

TTFN,
CTC