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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (11750)	5/24/2002 12:46:51 PM
From: Lizzie Tudor	Read Replies (3) of 57684

firm doesn't expect near-term performance to support expectations of higher long-term growth or better margins. Salomon Smith Barney downgrades to NEUTRAL from Outperform, lowers price target to $30 from $40, and cuts 2002-03 ests; timing of mgmt change is a possible warning that US operation has continued to underperform in Q2, co not immune to extremely tough mkt, and firm questions mgmt's 15% guidance. Other than this, things are cool at SAP! rofl. Actually I'm trying to figure out whats going on with the big ERPs myself. I don't see SAP and Oracle moving into e-commerce successfully right now- if you want to sell goods and services on the web, you need to pull this business out of the ERP and interface the $$ directly into the GL. Sap and Oracle should have a simplified marketplace product by now that hooks right into their backoffice (especially since Oracle is at amzn), but they don't. L

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