PSFT - Fiscal 1998 - Discussion for the next year

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PSFT - Fiscal 1998 - Discussion for the next year

An SI Board Since February 1998

Posts	SubjectMarks	Bans	Symbol
4509	28	0	PSFT

Emcee: Raptor	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
3509	Michelle, You wrote "My take is SCM will definitely hit ERP in the new em	Lutz Moeller	-	11/12/1998
3508	<i>1) psft to merge with jdec</i> Won't happen in a million yea	Tom Smith	-	11/12/1998
3507	I'm sure that Tom siebel will willingly hitch his rising star to a boat anc	Trader Dave	-	11/12/1998
3506	Thread, interesting article on psft in today's Computing (UK trade paper),	Peter W	-	11/12/1998
3505	u r crazy	ELFRAM LYEW	-	11/11/1998
3504	Ask not what your PSFT can do for you; (got killed by PSFT?) ask what you can d	gc	-	11/11/1998
3503	David, Very astute. I now need to pay much more attention to I2. Sidhu is a	LLCoolG	-	11/11/1998
3502	Ken, SMOD ran from 36 to 25 to 14 between February and April. It hit 26 this	LLCoolG	-	11/11/1998
3501	What makes me think it could happen is the value contribution of SCM vs. ERP. I	Elmer	-	11/11/1998
3500	LL: Thanks for the reply! I'll check Cramer's column...I am willing to	Ken Twining	-	11/11/1998
3499	<i>CEO made a couple of provocative comments about moving into ERP's	Lizzie Tudor	-	11/11/1998
3498	Hi MH, I listened to the recent I2 conference call and the CEO made a couple of	Elmer	-	11/11/1998
3497	<i>The only thing I'm worried about is I2 knocking ERP off its perch.	Lizzie Tudor	-	11/11/1998
3496	<i>BTW, how are everyone's SAP shorts feeling right about now? </I	Lizzie Tudor	-	11/11/1998
3495	Hi G, Bottom fishing is the only game if you want excess returns. What do you t	Elmer	-	11/11/1998
3494	David, It is not gloom, but I think you are missing the fact that this is not	LLCoolG	-	11/11/1998
3493	David, why waste your time engaging with gc? He knows nothing of this company a	Chuzzlewit	-	11/11/1998
3492	Hi gc, The point is not waiting for upgrades, the point is buying equities tha	Elmer	-	11/11/1998
3491	Why waste your time waiting for upgrades? The party is over. Most of diehard bu	gc	-	11/11/1998
3490	Ken, What makes you so sure they will ever raise the rating again? Go back an	LLCoolG	-	11/10/1998
3489	Ken I believe he also mentioned selling pfst and buying oracle or microsoft	John Carragher	-	11/10/1998
3488	Phil Orlando, on CNBC's Taking Stock, says PSFT has a 3 (average) Value Lin	Ken Twining	-	11/10/1998
3487	Michelle, agreed most everyone following the ERP's have anticipated a slowd	WTSherman	-	11/9/1998
3486	No fan of Barrons here... even though they had a good word to say about I2... b	Lizzie Tudor	-	11/9/1998
3485	Hi MM, Remember when we talked about how Remedy and Oracle had bounces off the	Elmer	-	11/9/1998

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