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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 (3852)12/12/1998 10:48:00 PM
From: Wigglesworth  Read Replies (1) | Respond to of 4509
 
H&Q recently issued a very positive report on PSFT

This Duffield doesn't seem to agree. I had never noticed an insider willing to suffer nearly 50% loss on actual purchase just a few months earlier.

Name: DUFFIELD ALBERT W
Title: Director
Company: Peoplesoft Inc

Transaction History
Date Action Shares Type Price Value
19-Nov-98 Planned Sale (144) - 100,000 Common - $2,243,800
...
31-Jul-98 Bought (P) - 100,000 Common 37.44 - 38.06 $3,775,600




To: Lizzie Tudor who wrote (3852)12/17/1998 8:26:00 AM
From: Rudi Strobl  Read Replies (1) | Respond to of 4509
 
Michelle,

You wrote, "don't know how successful psft is in claiming the SAP-casualty accounts".

It appears to be the other way round, at least in Europe. Several large European companies including Siemens have terminated PSFT and are going back to be "rescued" by SAP. Siemens did so after having spent up to DM80MM on PSFT implementation. PSFT just did not have the class A resources to implement.

Rudi


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