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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 (3119)	10/21/1998 5:43:00 PM
From: hoops	Read Replies (1) \| Respond to of 4509

Does anyone think PSFT will trade up to the low-mid 20's from here? I mean now---not in 3 months........

To: ratlong who wrote (3119)	10/21/1998 6:20:00 PM
From: Raptor	Read Replies (2) \| Respond to of 4509

ratlong .. PS kills (their words) in Higher Educ'n and Public Sector. It's hard to know how PS Select is doing since it isn't broken out. But growth is there - see Oper'ns Rvw. They acknowledge profits lower from that. Don't know what you mean by 'TCO', but assume you are talking about total cost to implement and go live. Ie implementation. There are plenty of smaller consulting specialist firms which cost less than the Anderson-style armies which descend on a site. There are also a myriad of independents, etc. So the smaller companies have other sources. BTW, there have been plenty of PS clients who have bought the full package over the years (of course it was cheaper then) who have 1000 size employee base or 1000 - 2000/2500. This is not large at all. The smaller company pays PS less than the larger company for the software. Sometimes the smaller size company can still have most of the complexity of a larger company so the implementation does not necessarily take significantly less time or cost less money. For example, a company paying in 10 states with 6 unions and 200 workers at each site (2000 total) can be more of a problem than a large company with 10000 salaried employees and 5000 union employees in one union and they all work in one or two states. In the latter case, you likely have only two benefit plans, only two sets of earnings etc. PS can't directly control implementation costs since so much of this work is done by client employees and third party services. They can contribute to effective implementations by developing best practices and tools that might help do this. I think (don't know details) is what they have/are developing in off-site setups. I don't know how effective this is. To me, there needs to be direct contact with the client team for business input, knowledge transfer, etc.