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

To: Tom_ who wrote (394)	4/1/1999 1:05:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 1274

Re: It's the sector, stupid? Tom, I'm sure it's the sector, but there are two possibilities that need to be distinguished. Some on this thread have suggested that ERP for large companies is finished. The market is saturated. Others have suggested that this is the result of a Y2K lockdown, and that once we get past the next quarter or two,things will improve. Finally, if it's the first problem where does PSFT go from here. I am neither long nor short (having sold back in October), but still follow this sector closely. TTFN, CTC