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

To: Joanna Tsang who wrote (4456)	1/29/1999 5:35:00 PM
From: David W. Ricker	Read Replies (2) \| Respond to of 4509

Joanna, I'm not sure what your point is here. I are saying there is a huge difference between a standard ERP consultant and an ERP consultant that specializes in Y2K? I am an ERP Programmer/Analyst and that seems to me a little ludicrous. Are you talking about consultants at a high level (planning/mgr types) or the worker bees, those in the trenches, those actually doing the work, because there has been no slowdown in demand for those types of folks (witnessed by the dozens of calls I get every week and my friends out in the consulting world you are still working their tails off). There may be a low tide in all this, but I have yet to see any data to indicate it is happening now or even in 1999 or Q1 or Q2 of 2000 (when we find out how good a job we have actually done in remediation). If there is some data from IDC or Forrester, or Gartner, please let me know. Finally, I listened to the entire conference call. I am still confident in the company's prospects. In six to nine months, I think all longs will be a little happier. In 1-2 years, very happy. All shorties and day-traders, seek thee the internet frenzy, this baby has very little downside risk left. Just one man's humble opinion.