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

To: ratlong who wrote (2861)	10/19/1998 3:40:00 PM
From: Rick	Read Replies (1) \| Respond to of 4509

Well today's move must be a tad bit alarming for anyone short. With this type of strength and follow through (currently up 3+), I doubt that we are about to head into a negative quarterly report. Time will tell. Rick.

To: ratlong who wrote (2861)	10/20/1998 6:24:00 AM
From: Lutz Moeller	Respond to of 4509

Ratlong, You wrote: "They currently have implementation partners who conduct the majority of work on their own site. PSFT needs to grow these companies rapidly- adding new ones and making current ones more effective. Anyway, it will have to represent a larger % of their revenues in the future and the current growth rate is substantial, but under the current approach, they are going to plateau WRT capacity. Hope this helps..." Smaller customers also can pay only smaller implemantation and consulting fees, I agree. An automated or branch preconfigured approach, if possible, may help. still we see another example of the economy of scale here, I think. Not that bigger means better, but bigger companies can pay for costly implementation, than small companies can't, and so the bigger co's have a better system then. I don't understand Your "WRT" abreviation. Please help! Regards Lutz