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

To: LLCoolG who wrote (3494)	11/11/1998 2:29:00 PM
From: Elmer	Read Replies (1) \| Respond to of 4509

Hi G, Bottom fishing is the only game if you want excess returns. What do you think Buffett does. I disagree about this not being a good company. I respect your opinion but disagree. I am of the opinion that the problems are transitory and will work out eventually. The market is saying otherwise and I'm will to bet against it. Common sense tells me that scale economies and operating efficiencies are the name of the game for corporate survival in the future. You do that with ERP systems. The only thing I'm worried about is I2 knocking ERP off its perch. So, I own lots of I2 as well. It's good to hear from you, David