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

To: Jean M. Gauthier who wrote (3927)	12/18/1998 12:43:00 PM
From: Jay Rommel	Respond to of 4509

I'll take my chances, I bought today @ 16 1/2 ... Michelle, (if you're reading) I think within 6 months, we'll eat Steak instead of Ramen ;-) Don't get me wrong, I like Ramen a lot @ .10 At least we're making $$$ on I2 ...

To: Jean M. Gauthier who wrote (3927)	12/18/1998 1:18:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 4509

Jean, thanks for your comments. Well my point regarding Sap was mostly to point out that Sap architecture "locks you in" with their compiled data stores... so you cant for example buy the best reporting package that speaks std SQL and use it against Sap data. You have to use Sap products for everything - you might as well be on Man Man in that sense. You may be correct that the application architecture of psft is not the best - in fact I suspect it based on their acquisition strategy. Nonetheless, imo the price you pay for your data to be locked into Sap formats is so dear it pretty much offsets anything else imo. If Oracle had pointed this out in 1993 timeframe (which was a time that technical implementations of databases really mattered to the customer base unlike now) then Sap might have been stalled in its tracks. Now, no matter how much psft rants and raves it isnt going to matter. Really bad mgmt on the part of Oracle in the early 90s to let that happen. Michelle PS psft is better than Oracle in terms of mfg functionality. Oracle doesnt even let you drop ship anything. Thats the beauty of acquisitions, imo its a great way to grow a business. I think Oracle should buy an SCM vendor and they could really hit sap where it hurts. Sap wont have scm functionality for years.... they cant acquire anybody their architecture wont support it.