SAP A.G. Message Board - Msg: 5432610

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Technology Stocks : SAP A.G.

SAP 243.84

+0.9%

3:59 PM EST

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To: JRH who wrote (2135)	8/6/1998 7:11:00 PM
From: treetopflier	of 3424

JRH, No, I'd have already started my SAP implementation and they'd have already booked my license revenue. Why do you think they've had such an incredible run? Most of those purchases are already reflected in the stock price. My whole point was that their license revenue has to slow. Case in point -- Oracle and their fast start program. What a joke. It is ABSOLUTELY IMPOSSIBLE to install Oracle Financials and HR in 60 days, but they have taken the incredible step in an effort to bolster flagging apps revenues of bundling the product and services with a Y2K banner to try and sell to the panicky middle market that are late to start their conversions. These aren't the big revenue accounts. These are the under $500M in gross revenue companies. It is an extraordinary step for Oracle that demonstrates, in my opinion, their desperation. Yes, there are still companies who will buy SAP right up until end of Q2 next year, hoping to get it dunked in. Poor planning on their part, unless of course the opposite is true they are well prepared for Y2K and their install starts after 3/1/2000. Probably some nice discounts available to those thinking that far ahead. Bet you can get SAP licenses quite reasonably after June of next year. ttf

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