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

To: Michael Burry who wrote (236)3/12/1999 3:47:00 PM
From: bob zagorin  Read Replies (1) | Respond to of 1274
 
i agree with you mb; a major part of the problem is saturation in large cap traditional ERP space so the growth will be in mid-market, SCM, EDM, help desk, sales mgt, analytics and of course e-commerce. so who can levergae their base into these areas or will other companies eat their lunch.


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