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

To: Uncle Mikey who wrote (232)	11/22/1997 8:25:00 PM
From: Jay8088	Respond to of 3424

Calendar 3Q = fiscal 3Q. They are same for SAP. I am also learning about R/3. Other competitors in this enterprise (client-server) software business are BAAN, Oracle, amd People Software. I think SAP is a stock to sit on for a long time regardless of the potential price volatility due to its high P/E ratio.

To: Uncle Mikey who wrote (232)	11/24/1997 9:13:00 AM
From: Umnik	Respond to of 3424

Easy to explain: www.sap.com, www.sap-ag.de. Surf there. But in short, R/3 is an extremely well integrated, well designed software that includes among others, Financials, HR, Payroll, Material Management, Project Planning, Sales/Distribution, Asset Management, Quality Management, and Plant Management modules. It is also Web enabled, open system. Captured best of the breed business processes. Allows smooth process configuration via Implementation Guide (IMG) tool instead of software customizations. Year 2000 AND Euro enabled. I could go on and on and on... Don't believe too much into media's occasional attempts to lay some crap ... everybody likes to do that to a winner (MSFT ???). Don't believe into too much whine about competition gaining on them. ORCL dropped the ball by trying to sell over-integrated witha bunch of small vendors solution, PSFT is only doing well with their tried and true, HR and Financials, the rest is way behind in strength, quality, and features. BAAN is game, but not as strong architecture wise and quality wise, too. Besides, they are much smaller and don't have as much muscle in marketing, and in strategic alliances with the movers of the software world, IMHO. Just my $.02.

To: Uncle Mikey who wrote (232)	11/26/1997 7:24:00 PM
From: Andreas Helke	Read Replies (1) \| Respond to of 3424

SAP is a component of the DAX. This is the german equivalent to the Dow Jones index. The DAX consists of the 30 german companies with the highest market cap and trading volume. I don't think that introducing SAP as a regular listing on NASDAQ or NYSE would have that much of an effect to the share price. A major problem of a listing is that the german stock exchanges do not yet accept GAAP accounting. SAP would have to have two sets of books if it wants to be listed on a german and an american exchange. Andreas