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Technology Stocks : PSFT - 1999: The "Make-It-or-Break-It" Year? -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (187)	3/8/1999 2:25:00 AM
From: Michael Burry	Respond to of 1274

I agree with your assessment, CW. There are a lot of issues to be worked through. I posted fairly a fairly lengthy discourse on the Value Investing board, which mirrors some posts I tried to make on the Yahoo board without much luck before I was flamed down. Message 8196972 Re: comparative valuation, there are a lot of sectors out there right now that are extremely cheap. And many tech companies have come down to incredible lows at different times. Calling the bottom here will be difficult. Mike

To: Chuzzlewit who wrote (187)	3/11/1999 12:40:00 AM
From: Shane M	Read Replies (1) \| Respond to of 1274

Chuzzlewit, >>>>1. Is the slow down a reflection of a saturated market for S&P500 companies or is it the result of a diversion of IT funds for Y2K remediation?<<< Received a contrarian response from Michelle Harris on the i2 thread. She very much feels that Y2K is being used as an excuse for ERP weakness . As an insider I value her outlook. Y2K = El Nino = Olympics = blame for poor performance? She says: Message 8249695 I dont think any of the problems we are seeing in software are due to Y2K!!! If Y2K is a factor, it is maybe 20% of the problem, max. I2 hasn't blamed anything on y2k but sap and psft (and some analysts) have. There might be a small relief rally in these stocks right before y2k, maybe November or so but I don't see a revenue boom for Sap and psft after y2k. I actually think psft should try to sell themselves to sebl or IBM (or invent something new). shane