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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 (3969)12/23/1998 9:32:00 AM
From: Paul Loucks  Read Replies (2) | Respond to of 4509
 
Jean:

You best reread the Gorilla game. In this space, there will be multiple winners. Cost of switching is enormous. Yes, SAP is the gorilla. Lots of room for PSFT to do extremely well and maybe even overtake SAP in the future.

Paul



To: Jean M. Gauthier who wrote (3969)12/23/1998 10:32:00 AM
From: David W. Ricker  Read Replies (1) | Respond to of 4509
 
Jean,

This kind of attitude is why the U.S. is the U.S. and
Canada is just Canada. <VBG> Actually, I have many
good friends in Canada (why wife went to McGill) and
love the county, BUT Yankee ingenuity will once again
prevail over German inflexibility. Invest in PeopleSoft
and let the Yanks save you, just like we have before
for your French countrymen back in the old country. <VBG>

There, was that jingoistic enough for ya?

No offense meant. My last day of work before a big break
for Christmas. I am feeling a little giddy.



To: Jean M. Gauthier who wrote (3969)12/23/1998 11:09:00 AM
From: Sommers  Respond to of 4509
 
Jean,

I have a large PSFT position. And I have unfortunately become emotionally attached. I appreciate your comments.

J.



To: Jean M. Gauthier who wrote (3969)12/29/1998 4:43:00 PM
From: Elmer  Read Replies (2) | Respond to of 4509
 
In the spirit of "piling on," I thought I would add to the chorus rebutting your assessment of the PSFT product.

An April 8, 1998 research report (issued at a time the stock traded at $52/sh) by Morgan Stanley cited the company's high customer satisfaction. It says:

"Peoplesoft had 2,201 customers at the end of 1997 and one of the highest customer satisfaction ratings in the industry. To date, the company is the only one willing to publish its customer satisfaction and implementation times of its entire installed base for everyone to read. The satisfaction ratings and implementation history are bound in a comprehensive marketing document given to prospects, which shows a project success rate 99.96%"

So your assessment is in the minority. The very small minority.