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

To: Rick_Barry who wrote (4421)1/29/1999 8:21:00 AM
From: bob zagorin  Read Replies (1) | Respond to of 4509
 
article on SEC scrutiny of spinoffs like MMTM.

nytimes.com

no doubt stock will sell off some today but, having listened to call, i'll stick around. lots of cash, good comparisons in product rev. to SAP, new ebusiness apps. coming as detailed in Lehman report.



To: Rick_Barry who wrote (4421)1/29/1999 8:22:00 AM
From: Philip W. Dunton, Jr  Read Replies (3) | Respond to of 4509
 
My "at best" scenario is posted above. Now for my "at worst" scenario. This might be another Informix or Sybase!! The story is beginning to sound very similar. PD



To: Rick_Barry who wrote (4421)1/29/1999 11:44:00 AM
From: Greg Jung  Read Replies (1) | Respond to of 4509
 
Kacey, I understand the gist of this, there is a segment here
in that mode but peoplesoft is not Boeing, by any stretch, so sure
layoffs are inevitable but not inspired for efficiency but for lack of the expected growth, or the absence of the maximum growth anticipated.

They can market all they want but if the buyers aren't there, it doesn't matter so they may as well tighten the screws and work on maintaining a positive bottom line.


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