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

To: TomT who wrote (2793)	10/16/1998 5:11:00 PM
From: Lizzie Tudor	Respond to of 4509

TomT, the next growth area for app software will be transaction interchange across the internet I think. This is where some component software allows company X to totally outsource their AP or GL etc and view this outsourced business at a transaction level within their ERP. The point is, new vanilla business opportunities arent there anymore, but differing ways of managing business data are. My problem is, I dont know who is ahead in these new technologies etc. Crossworlds might be a little involved but I think it will be a rough road for third parties... instead the ERPs should address these new mkts. The question is are they and can they make money at it. Michelle

To: TomT who wrote (2793)	10/16/1998 9:05:00 PM
From: Rick Kupcunas	Read Replies (3) \| Respond to of 4509

I'm sure you said this to 'stir-the-pot'; the reason firms are moving to the likes of PSFT is that that offer a solution that solves their immediate need (Y2K) and their long term needs (enhancements). But the main compelling reason people like PSFT is that a staff of few can implement and maintain upgrades to their mission-critical systems. The days of old where every firm had their own IT software systems is gone - PSFT will rollout upgrades to their software and with adequate planning the upgrade can be installed in a weekend (not easy but possible). As for the number of systems the skys the limit; how many companys need database software, how many need servers, how many PCs are you planning to buy in your lifetime.... point is that technology is evolving and upgrades are a fact of business! As for SEBL you may have something there (unsure of thier products) but the SFA business is very tough.... much togher then the ERP (and MRP) arena! Lastly, 'stick with companies with hundreds of products'.... SMOD only makes one product that I am aware of (computer memory) and the bulk of its business is with Compaq - this contridicts the exact point you are trying to make. Sure PSFT only make ERP software but the software runs on all platforms, under all databases and can operate in several languages! Wouldn't it be better to focus on your core business and perfect those products as opposed to venturing into 'hundreds' of business endevours?