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


To: HIA who wrote (3893)12/15/1998 5:31:00 PM
From: Rick  Respond to of 4509
 
Couple of Thoughts:

- Current price action, in my opinion, strongly implies that the current quarter will not be a positive surprise

- Earnings predictibility is murky at best right now

- Probably a good buying opportunity (who knows if it has bottomed..). If Oracle regains a clear #2 spot to SAP next year, the positive that could come is buyout possibilities, especially by IBM. If PSFT were open to a buyout, IBM would be a great fit and has the resources.

For What It's Worth,

Rick.