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Technology Stocks : SAP A.G.
SAP 245.56+0.2%Dec 24 12:59 PM EST

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To: Lloyd Davies who started this subject4/6/2001 8:44:21 AM
From: Elsewhere   of 3424
 
SAP May Be in the Catbird's Seat
BusinessWeek Online - Daily Briefing
Thursday April 5, 6:32 pm Eastern Time

By Stephen Baker in Paris

For three torturous years, German software giant SAP spun its wheels in an effort to become a Net company. The $6.2 billion specialist in enterprise systems -- the world's third biggest software company after Microsoft (NasdaqNM:MSFT) and Oracle (NasdaqNM:ORCL) -- proved too slow for the Net and took a beating because of it. Just a year ago, upstarts like Commerce One (NasdaqNM:CMRC), Ariba (NasdaqNM:ARBA), and i2 Technologies (NasdaqNM:ITWO) were not only poaching SAP's customers but also soaring on the Nasdaq.

Now, it's revenge time. SAP, still on track to hike sales and earnings by double-digit figures, is a relative rock of stability in the dot-com storm -- one that troubled competitors are eager to cling to. ...
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