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Technology Stocks : SAP A.G.
SAP 245.47+0.7%Dec 4 3:59 PM EST

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To: DownSouth who wrote (2202)8/10/1998 1:26:00 AM
From: Lizzie Tudor   of 3424
 
> Whenever we have a platform shift (as is now occurring with the Unix to NT migration), there is some form of increased revenues to the application players.

What you say makes sense. The migration to NT also means that SAP will have a shot at the middle tier, below the Fortune 1000 class of customers. Do you agree?


Yes I was thinking this would incite new business for Sap, even among the fortune 1000 but I havent looked into the licensing structure yet.

>they want on the NT/Merced (aka "unix killer") platform ASAP (there might be a y2k component to this?).

I don't know of any y2k component to NT migration from UNIX. The OS is certainly y2k compliant. If the apps have a problem, then it doesn't matter what OS they are on. No benefit to migrating to NT.


The older unix platforms arent y2k complient. I was thinking some might migrate to NT and skip the unix upgrade to fix the y2k on unix.
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