oracle應(yīng)用系統(tǒng)發(fā)展勢(shì)頭強(qiáng)勁-資料下載頁(yè)
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【正文】 is having to fightconcerns in the market about its long term strength. Webelieve that to regain its momentum in the marketplace, PSFT needs tofocus it energy on a few vertical markets where it candifferentiate itself from ORCL and SAP. We continue to rate PeopleSoftmarket perform. Until PeopleSoft shows signs that itcan regain the market share it has lost this year and beat estimates in2000, it is unlikely to outperform. However, given thelow expectations for license growth in the near term, significantdownside to the stock also appears unlikely. Rich Scocozza, Bear SternsWe believe the ongoing weakness in product license revenue is due tocore ERP market saturation and shifting softwarepriorities, particularly toward emerce. Companies are moreconcerned about building a connected business, andPeopleSoft is playing catch up in terms of exploiting this opportunity.Market Summary, October 20, 1999:DOW INDU + (+%)NASDAQ + (+%)ORCL 44 3/4 +15/16 (+%)PSFT 14 9/16 7/16 (%)SAP 34 1/2 2 (%)
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