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


To: Rick who wrote (2805)10/16/1998 11:12:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 4509
 
Rick, thanks for the support on the GS issue. I guess I get really tired of some people making unsupportable claims. All that we know is that Goldman Sachs handled the sales of lots of PSFT. As far as I can determine that means nothing.

You will notice that I directly challenged LL to support his contention with data, or to publicly acknowledge that the conclusions were his and unsupported by solid information. Thus far he has not responded to my challenge. Either could not, or chose not to do so. As far as I'm concerned, this is a serious credibility issue, especially when the intelligence was put forth as fact. Caveat emptor.

I too am hoping for a very good week. I interpret PeopleSoft's response to deferring comments to the 20th as a way to get their complete perspective published for the future of the ERP market. The company has been very forthcoming in the past, and has provided us with conservative future-looking statements of their expectations, and I see no reason to expect anything different from them now.

TTFN,
CTC



To: Rick who wrote (2805)10/18/1998 11:33:00 AM
From: Gold Beach  Read Replies (1) | Respond to of 4509
 
Rick:
I got burned bigtime reading the analysts recommendations on PSFT. Rode it down from 53 to 20+ and all the while relying on the analysts recommendations. But now I am thinking of jumping in this Mon a.m.