SAP A.G. Message Board - Msg: 7572992

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Technology Stocks : SAP A.G.

SAP 247.13

+0.7%

Dec 5 9:30 AM EST

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To: Mao II who wrote (3013)	1/30/1999 3:48:00 PM
From: Lizzie Tudor	Read Replies (1) of 3424

MaoII (interesting name) - I just mean, specifically, that the web enables a bunch of business transactions that companies have been trying to do for years with a bunch of old fashioned methods like EDI - unsuccessfully. OK, we know companies want to move transactions seamlessly between one another to communicate about things like 3-way match, blah blah blah, and thats what I think these ERP vendors should be working on, some new approach to that. Instead, what I see Sap and psft etc doing is chasing Sebl and I2 on spaces that they invented and in Sebls case, pretty much own. These are boutique areas and I doubt Sap is going to increase their installed base with these offerings. They need some radical new technology. I dont know what msft is doing with the web but I suspect its right on given their product mix. They certainly embraced new technologies with their new office suite (OK apples and oranges I know, msfts web initiatives are simple compared to what the ERPs will be doing) nonetheless, I think these ERP companies need to totally overhaul and shift R&D focus to the internet - forget doing another bolt on to existing code etc. JMO Michelle

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