SAP A.G. Message Board - Msg: 5403287

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Technology Stocks : SAP A.G.

SAP 234.02

-1.7%

Nov 20 3:59 PM EST

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To: Jay8088 who wrote (2021)	8/4/1998 10:00:00 AM
From: growthvalue	Read Replies (1) of 3424

1. SAP doesn't have a competitive supply-chain solution yet. 2. SAP is only really going to be competition in SAP's installed base of software. Why would a company using Baan or Peoplesoft want to choose SAP over ITWO? (SAP's installed base is big, 30% mkt share or so? but that means they are at a disadvantage in other accounts). This is not to disparage SAP's move into supply-chain software - it's a great move for them to grow their business, but I think the potential impact on ITWO is exaggerated and represents a buying opportunity in shares of ITWO.

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