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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 (3499)	11/11/1998 7:22:00 PM
From: Elmer	Respond to of 4509

What makes me think it could happen is the value contribution of SCM vs. ERP. It is not very hard to cost justify a SCM system. The purchase cycle is usually less than a half year (at least that's what I read). I sense that the purchase cycle is lengthening in ERP (at least from the Bear Stearns research note posted last week). So if SCM can figure out how to build a lot of ERP functionality into its software, look out. But incumbancy both in Washington and computer systems is very hard to overcome. Regards