Hello dmccoach, it is not so inviting to answer obvious questions:
www.sap.com and
www.amrresearch.com with one month trial membership
Most of the people on the thread are convinced that SAP is a strong and growing company. Extending its reach into the planning and sales sectors of supply chain management. And into other market segments like the mid market.
The value of a software company depends on the amount of users, average money spend per year per user and the creation of dominant market positions. SAP is OK in these respects, but MSFT is doing a far better job there. SAP is out of demand now, it will take 2 quarters with good results to get back on the July 1998 levels.
I'm one of those who believe in the company, but as noted by others, sometimes it is better to be realistic. They doubled their staff and now will have a tough job to get them all productive. Product sales have slowed, consulting fees have grown strong, that's not a good sign. On the other hand, after Y2K, many companies need to create global IT platforms and E-Commerce back offices and scrap most of their legacy systems. So the market is there.
It's a pity SAP is not one of the hype stocks, but it may be better for our nerves.
One of the issues which might influence the SAP stock performance negatively is the bad information on many sites. There is no information or bad information on number of shares, market cap, P/E ratio and so on. E.g. the Microsoft Investor site. If information is not consistent, many small investors might back off.
Regards,
Pareto |
