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

To: Geary Kwong who wrote (338)	1/27/1998 8:58:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 3424

Geary, Thanks for your post. Your 2 cents are worth--well, exactly 2 cents. Come back and visit us again in 6 months. Regards, Ibexx

To: Geary Kwong who wrote (338)	1/28/1998 11:23:00 AM
From: Umnik	Read Replies (2) \| Respond to of 3424

Geary, IMHO you are wway off base. For one, MSFT and SAPHY are REAL tight and cooperating. In fact, SAPHY is pushing NT and SQL server for their lower and mid-tier customers. MSFT is R/3 customer, too. TO enter an established market for MSFT which is an essentially a "tool" company would not be smart. They would have to acquire a lot of business enterprise software expertise first, then spend a TON on R&D, and then hope to gain a slice of the market that SAP simply if not owns, then at least dominates. MSFT just does not work this way. If they ever decide to do such harebrained affair, they just would buy one of the ERP players. If it happens to be SAP a few years down the road, I doubt there are any participants on this thread that would complain. But I MSFT will ever go this way. All they have to do is look at "success" ORCL apps are having. NOT! That's because Larry Ellison can't decide what company he likes to own: a DB ("tool") company, NC, or Apps. No focus - mediocre results. Don't believe me, just check their recent stock chart! You are of base here. All you SAP lovers, bet the farm... Umnik.