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Strategies & Market Trends : Drillbits & Bottlerockets

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To: Lost1 who wrote (3283)	2/10/2001 2:00:39 PM
From: Lizzie Tudor	Read Replies (1) of 15481

I realize you all are traders, but speaking fundamentally Sap looks good here... or should I say the ERP space in general is ripe for a complete overhaul and in lieu of any emerging upstarts it looks like Sap might get to replace themselves. ERP software gets redone every 10 yrs or so with the advent of some fundamental technology shift... the last time this happened it was client/server which killed boole and babbage and dun and bradstreet etc. Now its the internet and the monolithic ERPs that worked in 1995 need some overhauling to take advantage of the internet. The only unknown is whether Sap still can deliver anything creative... they haven't in a while.

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