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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (6130)	9/9/1999 11:45:00 AM
From: MulhollandDrive	Read Replies (1) of 54805

Thanks Frank, I was actually trying to frame a rhetorical question. I would be interested in what JRH knows about the new SAP software and why specifically it was termed an "Ariba killer". <edit> I just found this on the SAP thread, I wonder if the last paragraph is hinting at the Ariba killer.... >>By Mike Tarsala, CBS MarketWatch Last Update: 8:00 PM ET Sep 8, 1999 Tech Report Silicon Stocks Internet companies go with SAP Germany-based SAP AG (SAP: news, msgs) rose 2 3/8 to 37 5/8 on news the company will provide financial software to Barnesandnoble.com and Boston, Mass.-based Streamline.com The companies will use SAP's software to integrate front-office desktop computers with back-end databases and server computers, SAP reported in a statement. Analysts suspect SAP will introduce new software next week at its annual customer conference in Philadelphia. bp

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