Amazon.com, Inc. (AMZN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 234.70

-1.2%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Glenn D. Rudolph who wrote (91167)	1/16/2000 2:32:00 PM
From: Lizzie Tudor	Read Replies (2) of 164684

Well, my very biased opinion on Sap is that I don't like the company much either - more than anything else Sap was an example of somebody in the right place at the right time when the competition stumbled... jmo, again I am VERY biased. But however Sap got to be where they are, they own the largest share of the erp enterprise apps area and there is a fine line between erp automation and b2b - therefore, traditional enterprise software valuation must rise to at least approximate b2b levels - or b2b must fall dramatically. Since we are just at the beginning of the growth curve, I say the former. Orcl has zoomed to 150bill mkt cap this year (thats 3x sap) on the promise of internet enabled software dominance at the engine level... Sap gaining 50% here is conservative, even. But back on fundamentals, Sap just never had that visionary spark if you ask me.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next