SAP's run is ending.
What is the average implementation duration for a large scale SAP conversion? 1-2 years?
We have less than 18 months until the millenium. If I were still an MIS Director I'd be VERY reluctant to take this on if I wasn't sure I could finish it by then. How many companies are willing to throw this conversion on their agenda this late in the game? The Fortune #1 company I consult at isn't willing to take it on. Their divisions running Oracle Financials will limp along, patch and make due because they know they can't get SAP installed in 17 months. By the way, they are considering converting to SAP, but not until after 2000.
Don't believe me, take a look at MANU, ITWO, ORCL, PSFT, VNTV, JDEC, BAANF, CA, BEAS and any other enterprise software vendor over the past 90 days. Their sensitivity to any slowing in software license sales is quite apparent.
I don't think you've seen anything close to bottom here yet.
I no longer hold SAP, but did very well in it until end of April of this year. It was a GOLDEN stock.
I'll be back after 4/1/2000 when CIOs start signing contracts again, assuming there are still CIOs on 4/1/2000...
ttf |
