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To: Elsewhere who wrote (41777)2/22/1999 2:47:00 PM
From: Bill Harmond  Respond to of 164684
 
That pretty-much sums it up. Thanks Jochen.



To: Elsewhere who wrote (41777)2/22/1999 2:55:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
Jochen, that report is from September. The entire landscape has changed since then - just chart the software stocks. Actually, fundamentally July 1998 was when the software business broke down for backoffice. Lehman was the last to see... they were in denial.

I would look for a more recent analyst report - December or later.


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