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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 (3932)12/21/1998 10:42:00 PM
From: Melissa McAuliffe  Read Replies (3) | Respond to of 4509
 
Jean, You mentioned you looked at PSFT in 1996 and didn't like the
technology. Have you looked at PSFT lately. I understand the technology is significantly different today than it was then.

You mentioned that PSFT's growth is stalled compared to ORCL and SAP. I'm sure you must read the SAP thread also. Seems like SAP's growth is slowing down too. According to an article posted there from thestreet.com, not only is their growth slowing, their development is slowing and they can't seem to hold on to some of their high level executives. All in all not a pretty picture.

So though you may feel PSFT is a dog stock right now, I think SAP is very soon going to become dog stock. I always felt it was just a matter of time until this all started to come out. PSFT was first...that's the only difference. This whole sector has slowed down significantly based on its historical performance. SAP sells in the same market as everyone else.
Melissa