SAP A.G. Message Board - Msg: 3696689

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Technology Stocks : SAP A.G.

SAP 233.70

-0.9%

Jan 16 3:59 PM EST

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To: Ibexx who wrote (545)	3/13/1998 4:58:00 AM
From: VinceDeVici	Read Replies (1) of 3424

I have lurked here for some time and am now using the 30 day trial. I enjoy your insights on the stock. I am looking to make two decisions: (a) whether I should buy SAP or a competitor (PSFT)for the long term (b) an entry price for the chosen stock. I would like to get a handle on the relative merits of SAP and PSFT. It seems that PSFT has greater earnings growth potential (albeit with a higher PE) than SAP. On the other hand, SAP is the leader, has alliances with with MSFT and INTC. Any thoughts and suggestions on which one might be better? Can you think of any other pros/cons? On a separate note, I would like to get a better understanding of some of the fundamentals of SAP's businesses: (a) what are the implications of the web for ERP? Does SAP's collaboration with INTC (PANDESIC) have any implications for its future growth/leadership in this industry? (b) suppose I am a small vendor that has EDI linkages with larger clients. Does the choice of ERP software for my business depend on what my clients use, given the presence of these EDI links? Do I have to install SAP's R3 if my client has the R3 system? If so, then SAP's larger installed based should give it a definite advantage in penetrating the middle/smaller markets and we have the makings on an MSFT type increasing returns to scale situation. I apologize in advance if I have violated some protocols here, as I am new to posting on these boards. I enjoy the quality of insights on this thread and look forward to hearing from you. Thanks, Vince

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