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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 (3451)	11/3/1998 11:34:00 AM
From: Go Blue	Respond to of 4509

<<I really don't think that the magnitude of this has even begun to be understood by the investment community.>> Melissa, exactly. As I stated in a post last night, the analysts, investors, and SI community have been slow to understand the magnitude of this news. It's big. IMHO, Blue

To: Melissa McAuliffe who wrote (3451)	11/3/1998 2:39:00 PM
From: John Carragher	Read Replies (1) \| Respond to of 4509

Melissa I understood the same thing however he did seem to emphasize they couldn't get a read on cust spending in the coming year therefore he gave conservative numbers.

To: Melissa McAuliffe who wrote (3451)	11/3/1998 3:17:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4509

Shows this company truly is visionary. Absolutely I agree. Psft is the best of the ERPs. Bummer this mini-downturn we are in, but in any case it will be over by mid-next year. I love the PSBN news. Thats exactly the right direction imo. The internet enables this technology, which is an entirely new space, for companies like psft to exploit. So, there is no reason the ERPs cant continue to prosper vs. the alternative scenario which some had mentioned where sw companies peak at some $$$ revenue. One interesting area to look at is Psft in the mfg sector. Can anybody comment on how they are doing there. I will say that I dont think psft has done as well with Red Pepper as they could have. In general, Im not sure the mfg area is shaping up as well as psft mgmt would like vs Sap. It could be that all the tedious functionality of mfg was just too hard to replicate in a few years vs. the longstanding Sap apps. The reason I bring this up is, I think psft mgmt is smart to do this PSBN thing, a completely new concept, and sell themselves with that vs. the more difficult strategy of hitting Sap head on with mfg functionality. That said, I doubt there will be much movement in the stock between now and the end of the year. I dunno, it just doesnt seem like anything can drive the price upward news-wise.

To: Melissa McAuliffe who wrote (3451)	11/3/1998 6:59:00 PM
From: Marq Spencer	Respond to of 4509

Melissa and others: Regarding the PSBN news,let me point out a few flaws in the reasoning: 1. The companies that use PSFT software have very limited number of users using the PSFT software. Even though they may have 20-30 million employees, they have probably 100,000 to 300,000 users. 2. Remember MISFT has tried a similar reasoning - their software is actually used by 100 million users daily - yet their having trouble with msn. 3. HR software has the least priority among business people (whether it should or not, is not the issue). Investment in HR software is usually pre-empted by investments in finance (AR, AP, GL, etc.), manufacturing, sales automation, etc. Thus, positioning PSBN as an extension of the HR system provider is really reaching. 4. Everybody's in this business. Name one vendor who is not doing this. And there are established players. BTW, I'm long on PSFT, so I'm hoping that the above is wrong. But I don't think so. - Brian.