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

To: Melissa McAuliffe who wrote (3194)	10/23/1998 9:33:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4509

Other than that I can't think where there is tremendous growth potential. They already have the SCM product. Can you come up with anything?? Yeah I have said I think intercompany transactions and the infrastructure to support this is the way to go for future growth. Everybody has been trying to do EDI forever. Ill bet you, if you look at a lot of technical consulting for programmers at big companies, youll see a lot of them are doing EDI. We dont need traditional EDI anymore because we have the internet and standard ERPs as standard application platform. Therefore, automated transactions between vendors should be a reality, they arent today. There are 2 companies, Ariba and Commerce One, who are purchasing bolt-ons to the ERPs which are trying to achieve this sort of technology I believe... basically, scan the web for what you want and automatically create a transaction in your ERP etc. BTW Psft made a $1MM investment in Ariba, I thought they might buy them... but I wouldnt buy Ariba if I was psft, instead I would look at what they are trying to achieve and put something like that in the existing Psft apps. just a thought. Michelle