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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: Lost1 who wrote (3283)	2/10/2001 11:47:40 AM
From: Rich1	Respond to of 15481

Stone temple pilots.. :-) Having raised two sons from my previous marriage...I worry about daughters...So many cases of abuse..rape.. all kinds of disgusting things... I may never let my daughters date.. Last night went to dinner with wife driving home ..stopped at a light..Two 16 year olds girls in a car windows down..smoking cigarettes..music blaring..Felt like getting out of car and telling dangerous to keep windows down..bad musaic causes brain damage.<g> SAP...A traders pick of DWA big report.. None of my business so obviously didn't do anything. Read in todays paper Eminem doing a duet with Elton john at the Grammys..Pretty sad...

To: Lost1 who wrote (3283)	2/10/2001 2:00:39 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 15481

I realize you all are traders, but speaking fundamentally Sap looks good here... or should I say the ERP space in general is ripe for a complete overhaul and in lieu of any emerging upstarts it looks like Sap might get to replace themselves. ERP software gets redone every 10 yrs or so with the advent of some fundamental technology shift... the last time this happened it was client/server which killed boole and babbage and dun and bradstreet etc. Now its the internet and the monolithic ERPs that worked in 1995 need some overhauling to take advantage of the internet. The only unknown is whether Sap still can deliver anything creative... they haven't in a while.