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

To: Elmer who wrote (3498)11/11/1998 5:04:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 4509
 
CEO made a couple of provocative comments about moving into ERP's space.

FYI - Sidhu has been doing that for years. In fact, rumor has it that this constant "SCM will eclipse ERP" pitch was what soured the Sap/I2 partnership. (I doubt it was that btw) I think he is right, at least partially.

Michelle



To: Elmer who wrote (3498)11/11/1998 7:44:00 PM
From: LLCoolG  Read Replies (1) | Respond to of 4509
 
David,

Very astute. I now need to pay much more attention to I2. Sidhu is a brilliant man. Thank you.

Regards,

G


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