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

To: Charlie Schultz who wrote (2888)	10/20/1998 4:21:00 PM
From: Lutz Moeller	Read Replies (1) \| Respond to of 4509

Charlie, in a competetive, if not even deflatory, environment the industriel world needs to rationalize for greater efficiency. All stuff that helps, will do fine, I believe. As computers become cheaper and the networks proliferate software will win. SW has a good barier to entry, as long as it delvelops fast. So I hope margins will stay high. For above reasons I hold SEBL, ITWO, PSFT and SAP. These high PE stocks are risky, but in some years they will outperform the rest, I believe. I see no indication we are anywere near a marketsaturation. Regards Lutz