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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 (3931)12/18/1998 1:35:00 PM
From: Jean M. Gauthier  Read Replies (1) | Respond to of 4509
 
Thanks..

That's what happens when I jump in a conversation. Missed parts of it <smile>

Not impressed with PSFT technology, and now not impressed with their financials (spinoff) and their growth (comparatively stalled compared to Oracle & SAP).

A dog stock now, like novell had become and which changed under their new CEO, Scmith.

See ya
Jean



To: Lizzie Tudor who wrote (3931)12/18/1998 11:42:00 PM
From: Dinesh  Read Replies (2) | Respond to of 4509
 
Re I think Oracle should buy an SCM vendor and they could really hit sap where it hurts

That's a very interesting comment about SCM. I tend to think
being an SCM powerhouse is going to be very useful in near
future.

Who exactly own the SCM market and what are their
pluses and minuses ?

(BTW, I have been watching this thread for a few weeks now.
The discussion here is very informative indeed. Thanks.)

Regards
Dinesh


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