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

To: aps who wrote (2995)	10/20/1998 7:34:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4509

aps...its about what I expected to be honest. I have said that I dont believe this is a competition problem with Sap or anybody. The thing you have with Sap are longer implementation times. Plus once Sap has you, they have you. So, imo Sap will see license revenue on their books for a while from accts that they signed some time ago, and Sap also has had momentum for a number of years where psft is fairly new. So, my point is this slowdown is affecting everybody equally even though it is not showing up in the numbers equally for Sap vs psft. I think psft will trend lower, into the mid teens, and then I will buy some. I dont think things will improve for the stock until mid-1999. Everybody knows the sector is depressed so its not like the stocks are going to get cut in half again (forgetting this recent psft volatility for a moment) but the question is when will the recovery come in these stocks. Id like somebody to create a new space thats what we really need. Michelle