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

To: Lizzie Tudor who wrote (3243)	10/24/1998 5:34:00 PM
From: treetopflier	Read Replies (1) \| Respond to of 4509

Well I'd say you are hypothetically correct, now that I know what you meant. How many Fortune 500's still don't have a primary apps vendor picked out and are still running D&B or M&D? Not too many. That is 'saturation'. No question you can apply that word to it. The next wave of replacements will have to have a different look and feel (Web vs. Bill Gate's GUI) and will have to provide substantially improved business to business and business to buyer connectivity. They'll have to fully integrate the front and back office, as well as improvements in data analysis capabilities, so we don't all have to buy HYSL. No surprises here at all. This has been discussed to death here. The start of the wave is about 16 months out. It doesn't happen this year or next. Who is best positioned to deliver that of the major apps vendors today? Well PSFT comes to mind. So does ORCL and IBM. SAP - NOT! PSFT doesn't have to rework their app infrastructure to do the Web thing. Already done. Front office -- you tell me? Build it or buy it? I like a PSFT/SEBL merger myself, but I'm not a front office specialist by any stretch. I do the back office stuff. Data analysis tools -- well they'll probably just get tighter with HYSL. Now wouldn't that be an interesting combination - PSFT/SEBL/HYSL... Now can ORCL get an 8i based set of apps ready for 4/1/2000? I doubt it. But they will have the slides ready, and that counts for something. And they always have Express (???) - blah! Nice job of promoting another acquired product, Oracle. Have you seen any 'San Francisco' based version of apps from IBM lately? Cool concept, but where is the product? Contact David Harker on the IBM thread for interesting info on this one. It holds a lot of promise. Don't know the timing. SAP. You just have to ask yourself how much of this bloat you can tolerate. For shops that survived the R/2 to R/3 upgrade, they should be willing to entertain anything that looks easier than going to R/4. Probably the same thing a lot of ORCL shops that recently went from v9.4 to v10.7 are thinking... Of course maybe Gates will buy Platinum and enter the market, gobbling from the low end. <ggggg> ttf