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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (68546)	10/2/1999 12:32:00 PM
From: Joan Osland Graffius	Read Replies (2) \| Respond to of 132070

MB, >>Sap was an overpriced stock until it no longer was, but they always had the best software in the industry. It depends upon what is your definition of "best software in the industry". IMO, the SAP software is very difficult to install because it is very complex and requires software people with years of SAP experience. The Boeing fiaso is an example of how difficult it is to configure the software to a corporate business models. Not that Boeing did not have problems, but they just could not get the system working in an acceptable amount of time at a reasonable cost. The question I have is why has not the SAP company over time upgraded the interfaces so it is easier to configure. I also noticed that the SAP company team has been slow to add internet/intranet interfaces. Baan in my opinion is also behind the 8 ball in this area. I would appreciate if someone on this thread would respond if my information is not correct. If my information is correct it looks to me like Oracle could be a winner in this space, at least for the time being. BWDIK, Joan

To: Knighty Tin who wrote (68546)	10/2/1999 3:58:00 PM
From: Knighty Tin	Read Replies (3) \| Respond to of 132070

To All, Barron's runs a nice comment from S&P about credit quality. If the number of bond rating upgrades and downgrades are equal, the ratio is 1. If credit quality is declining, the ratio is less than 1. In the third quarter, the ratio was .24. Whew! This is one of my favorite bugaboos. The US corps are straining their credit limits and have no real positive cash flow to offset the slide into deeper indebtedness. Sounds like a new Paradigm to me. <g>