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

To: Steve Warkentin who wrote (525)	3/3/1998 11:20:00 PM
From: Ibexx	Respond to of 3424

Steve, We all get our ideas from sources compatible with our own element. Re. the article you cited... I have my opinions about many of WSJ's writings, and I am sure you have yours. Let me just say that I have done better as a investor by frequently taking a contrarian approach to--rather than blindly following--these pundits. The issue of y2k is quite complex; but I see an overall positive effect on SAP when all considerations are tallied. Regards, Ibexx

To: Steve Warkentin who wrote (525)	3/4/1998 12:02:00 AM
From: Ibnbatutaa	Read Replies (1) \| Respond to of 3424

Steve:Re: <SKeptics say Y2K problem could be downfall of SAP> The article misses the point that SAP implementation addresses long term strategy issues for customers....it is essentially a capital investment (such as in plant or equipment)the benefits begin to accrue soon after installation and are likely to last for a decade or more. In addition (i)the R/3 package is being constantly evolved to cover other company functions, in a module format. (ii) Support services provide revenue (iii)Implementation time is being shortened (iv) Medium and small business needs are being accomodated (v) There are several industries (e.g. healthcare, public sector organizations)where the concept of enterprise software utilization has not arrived....SAP has a an eye on these areas. The Y2K problem will likely divert some potential SAP revenue this year (simply from a customer capital expenditure viewpoint)but this is unlikely to be a significant factor when the real benefits of SAP are put into perspective. SCEPTICS,by definition, have to proffer gloomy forecasts. The real issue is whether or not to believe them !!! SKEPTICS...well...they seem confused. SAP's price has climbed since 2/9/98 when the WSJ article was published!! Regards Ibnbatutaa