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

To: bob zagorin who wrote (3915)	12/17/1998 12:41:00 PM
From: John Parillo	Read Replies (2) \| Respond to of 4509

I sell Performance Software to support both SAP & Peoplesoft. Both applications are difficult to implement, however, my customers have had more problems with SAP, more complicated but more powerful. I was think at buying PSFT at these prices but after reading the thread it seems the stock may come down even more. Should I be a buyer here? JP

To: bob zagorin who wrote (3915)	12/17/1998 6:39:00 PM
From: Lizzie Tudor	Read Replies (4) \| Respond to of 4509

Yeah Sap is more complicated and I think its a lot easier to dump Sap in the US because psft does what you need - here. But for these intl concerns it just may be that Saps multicurrency functionality is a must. The point being Im not surprised there are psft defections in Europe and Sap defections here. The problem with Sap is the architecture and theres nothing they can do to fix it short of a total re-write. Sap ported a mainframe product as a basis for R3 in an attempt to get a product out quickly in the early days of client server. Psft and Oracle have the right architecture but the functionality is lacking because they built from the ground up. Psft at least had the foresight to know they needed to buy the functionality they needed which in essence enabled simultaneous development that would not be possible if you were doing everything in house. Sap was very successful in trading off theory for functionality... Im just sorry that mktg powerhouse Oracle didnt do anything to educate the public on why Sap can be the wrong choice. Im sure you already knew this, just a rehash for new people looking at the stock.