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

To: Maven who wrote (3150)	10/22/1998 9:04:00 AM
From: Melissa McAuliffe	Respond to of 4509

<<*ERP vendors are continuing to expand market presence by offering new applications such as supply chain management, sales force automation, customer support, and human resources>> Well.....PSFT already has HR and SCM and no plans for SFA or Customer Support software. The SFA market is huge. PSFT needs to come up with something....IMHO. I just don't see how these partnreships are going to do much to increase PSFT's revenues. The only benefit I can see to PSFT is that when they run into a competitive situation for a complete ERP solution which also requires SFA/CIS (the vendors who have these products will make this an issue once they have a product to offer)PSFT will be able to say they have a solution, thus they won't be eliminated from the deal for lack of a complete solution.