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Technology Stocks : SAP A.G. -- Ignore unavailable to you. Want to Upgrade?

To: Edwarda who wrote (3392)	5/19/2000 12:26:00 PM
From: deeno	Read Replies (1) \| Respond to of 3424

talked to a portfolio manager for a smaller International fund. They have not owned any SAP for awhile and believe that "fundamentally" they would not buy any shares for forseeable future. I asked if SAP was going the way of Baan but I got a non-response. Maybe just keeping options open. Although the currency and DAX are also effecting the stock, I get the feeling that there is an underlying current of, "Can this arrogant company assimilate anyone (company) well?"

To: Edwarda who wrote (3392)	5/31/2000 10:42:00 AM
From: Mike 2.0	Read Replies (2) \| Respond to of 3424

On thinking about it, I'd like to see them pick up Siebel and Ariba Paul Melchiorre recently left as head of North American sales of SAP to join Ariba. He is re-quoted in previously mentioned eCompany piece as having said "Of the hundreds of millions of dollars spent on SAP installations, in a lot of cases there was little or no value being derived by the clients." The article then sarcastically adds: "Oh. Now he tells us." >:-) I kinda think that slap at SAP does not bode well for a future SAP/Ariba merger. As for Siebel I think it is they who will be doing the acquiring not the other way around. Cheers PS- OT Edwarda, nice to see you on another thread - you were risking carpal tunnel on the Laughter thread for awhile there! :-)