Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: mauser96 who wrote (357)	2/3/1999 8:15:00 PM
From: Shane M	Read Replies (2) \| Respond to of 387

Lucius, I agree on PSFT. Probably always stay a chimp unless SAP falls hard. There is a case for SAP imploding though IMO. PSFT benefits from its built in installed base which will provide cashflow through the bumps and give it many opportunities. There's still value in PSFT and I will buy on extreme price weakness but always be on look to sell should it become overvalued. on DCTM: I feel it's probably in or near the tornado now, but special considerations have to be made for Y2K impacts on IT budgeting. My philosophy with it is similar to the ERP philosophy. Once you decide on a system to go with the switching costs begin to mount, especially when you begin bolting extra layers of functionality on top of the ERP (the growing value chain). DCTM is not to that point yet, but as it grows it will be able to lock in its customers to a larger degree. In addition, it's safer to buy software earlier in the game. SEBL: Do you find that anyone is successfully using SFA? CTXS: Unfamiliar. Could you briefly tell their story? I agree with EMC. Should've added it to my watch list. Shane