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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 (3413)	11/1/1998 8:00:00 PM
From: George L. Smith	Read Replies (1) \| Respond to of 4509

>> No... we werent talking about N-tier. N-tier is nothing new.<< That all depends upon your time scale. Most of the new web development stuff is using COM components and technologies like Active Server Pages. It's the newest thing that I know of... >> In order for psft to grow again at prior levels they have to come up with some new solutions to somebodys business problem. << This is without question, the truth... >> The reason the new architectures came up is because one new "space" or business proposition is web-based transaction support of some sort for these applications, so that different business functions could be outsourced etc. fairly seemlessly. << Web based support is just another client front end to an N-Tier application. That's the beauty of it. Well, anyway, if that's not what you are talking about, I'd be interested in what the technology that you ARE talking about is <g>. George

To: Lizzie Tudor who wrote (3413)	11/2/1998 12:58:00 PM
From: mauser96	Read Replies (1) \| Respond to of 4509

Thanks for reminding us that for companies to be in a hypergrowth phase they "have to come up with new solutions to somebodys business problem". This is the key question that high tech investors should remember. I doubt if PSFT fits this category anymore, and in fact I really can't think of any companies that do, yet are are still available at non astronomical P/E ratios. If you know of some please share your insight. The closest I think might be Citrix, but it's not cheap A company that is long past this stage can still make a lot of money for it's stockholders. (example Microsoft), and if PSFT can maintain even a 20% annual growth rate profits will triple in 3.6 years. Meanwhile we have a nice mini-bull,and PSFT is dead in the water with poor relative strength, and funds in this stock might be better used elsewhere. The same might be said for SEBL since a comparison chart shows that SEBL and PSFT track fairly closely since July. I own both but think it may be time to time to sell. The money that I have tied up in these may pay off eventually, but meanwhile I have other stock purchase candidates in an uptrend.