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

To: The Player who wrote (3372)	10/30/1998 5:04:00 PM
From: Trader Dave	Respond to of 4509

That's because the complete clowns at AMR are trying to include front office, supply chain, business intelligence and every other enterprise applications under the qualifier "ERP." Yep, the market's growing, but the growth won't be in the back office and the winners won't necessarily be the winners from the last cycle. Let's check back on the last cycle winners shall we? How are SSAX, pansophic, ask/ingress and dun and bradstreet doing? Oh, the anchor of the installed base, it weighs you down in a moving current. TD