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

To: Smart Investor who wrote (4323)	1/27/1999 12:31:00 PM
From: bob zagorin	Read Replies (1) \| Respond to of 4509

ifmx reports tonight but expectations are high.

To: Smart Investor who wrote (4323)	1/27/1999 7:50:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 4509

Smart, I dont think the ifmx earnings were too good in the general scheme of things. Their top line growth is in the teens - thats barely a growth company. Ifmx stock is another matter, not sure where that will go. We have a mixed market in software - some companies, like Oracle are doing well but the overall pie is smaller than 2 years ago which is why 3 major dbms companies cant succeed anymore. Same thing in ERP, we've lost Baan who used to be a contender, in front office vantive has fallen, in SCM Manu. Peoplesoft is a real wild card - I like psft but its a tough call. Psft is the weakest in some ways for the 3 ERPs, but Sap is not as strong in the lead as the leader in the other sectors. Ok now that I read this, I can see this qualifies as a useless post! Oh well, Ive already typed it - might as well post! :-) Michelle