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Technology Stocks : Westell WSTL

WSTL 5.480

-2.0%

Nov 11 2:52 PM EST

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To: P314159d who wrote (16137)	5/13/1999 11:33:00 PM
From: Mad Bomber	Read Replies (1) of 21342

[SAP launch] bumps in the road are expected in the beginning always. When a company puts in SAP, it usually replaces like 80% of their previous systems. Even if they refuse to re-engineer the business as that is not vogue anymore, the software forces fundamental change across the business. Departments no longer can have barriers in between each other. They have to communicate or chaos results. I specialize in Oil & Gas so am not familiar with telecom wrinkles on SAP jobs, but it probably ramped up costs this qtr if they just went live. For a company with no earnings, it can be significant. If done right, however, SAP can make a big difference. MB

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