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

To: AHM who wrote (3484)	11/9/1998 3:10:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4509

No fan of Barrons here... even though they had a good word to say about I2... but I think they are missing the point a little. We have already acknowledged here that traditional ERP is maxed out - and there have been a bunch of articles on this and other threads (Siebel had one recently) - this is not new news. So, their doom and gloom is priced into the stock. The question is what does psft and sap do now? We know the internet has enabled cross business e-commerce which was not possible with the last generation of enterprise software. Are these companies going to exploit this opportunity or not. In addition there are the new spaces front office and scm, also growth areas. Psft is already trying with SCM (although Im not sure what their success rate is), they have some deals with some of the front offices. I dont think anything they do there could really carry the company, but at least they have an approach. The big unknown is the e-commerce stuff and there have been some announcements there. The question is can they deliver anything and how long will it take. I think we all agree that short term theres not a lot of upside in ERP. But long term, thats the question. Sheesh these analysts and pundits etc, they dont seem to have figured out that the trick is to predict the slowdown before it happens. And in this case, it was pretty easy to do... virtually every industry person I know forsaw a slowdown since July/August. Michelle