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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 (3919)	12/17/1998 7:09:00 PM
From: Melissa McAuliffe	Read Replies (2) \| Respond to of 4509

Michelle, Here's something maybe you can answer. You know I'm not a technical person so please bear with me. If SAP had completely redesigned their architecture rather than just converting their mainframe product to client server, what specifically would be different from what they have today? Maybe the reason that PSFT is able to go out and acquire companies whereas SAP just doesn't is that it would be close to impossible for SAP to easily integrate anything new into R/3 especially if it was designed after the days of mainframe software. Oh well, like I said I'm not technical so maybe that's not even true. Melissa

To: Lizzie Tudor who wrote (3919)	12/17/1998 10:40:00 PM
From: bob zagorin	Respond to of 4509

i own some stock in a small ERP co. Ross Systems which has very good multicurrency and euro function. any opinions. they seem to be quite strong in europe and certain targeted vertical industries (food processing, steel).

To: Lizzie Tudor who wrote (3919)	12/18/1998 9:45:00 AM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 4509

I have a comment Michelle on PeopleSoft. I really, really dislike the architecture of the PeopleSoft product. It calls itself client server, but the reality much worse than this. They use something like Dynamic SQL, where the same queries get sent by the client, and are put together dynamically , unlike pre-compiled stored procedures, and sent to the database. IMHO, it's a horrible ERP/database system , and while SAP is EXTREMELY complex (I Know!), it is rock solid and uses STORED procedures, like in Oracle, SQL/Server and DB2. IMHO too, PeopleSoft is cracking, as their TECHNICAL merits were vastly overrated and NEVER really that good. I studied this product in 1996, and SAP and the otehr blew it away , maybe not from a business standpoint (debatable) but from a technical one. Just because a stock is cheap, does not mean it is a value. Ex: Oracle last Year hit 22 or so... That was cheap, but that company, while I detest their bombastic CEO ( I met him once ! Yeccchhh !), theyr are a business and technical leader. Not so PSFT. If you have PSFT stock, dump it, as they are being Ashton-Tated, Novellized, Corelized.... weakening... weakening....weakening.... Take care Jean