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Technology Stocks : Gorilla Game

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To: Elmer who wrote (16)	3/18/1998 5:08:00 PM
From: Jay Rommel	Read Replies (2) of 387

Let us postulate for a second and say I am a customer and I use SAP R/x SAP is coming out with their Supply Chain Integration for R/3 biz.yahoo.com Do I buy MANU, ITWO or SAPHY? Doesn't this remind anyone of MSFT & NSCP? NSCP came out with Navigator and MSFT had none. Within 2 years, not only did MSFT come out with a browser and Web Server that matches NSCP, but they only integrates the browser with the O/S which they dominate. Could it be that the authors of the book didn't know that SAPHY is going to integrate Supply Chain tools with the new release of SAP??? In the immortal words of Yogi Berra "It's like deja vu all over again."

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