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

To: Ibnbatutaa who wrote (693)	4/16/1998 2:24:00 AM
From: Jay8088	Read Replies (1) \| Respond to of 3424

As far as i know, US money managers already own around 12% of SAP shares. However, if SAP does get recognized as a global franchise, then the real herd buying will start. And that is a question I would like to throw out here: Are we presently witnessing the SAP revolution? If one looks at stock charts of companies that 'went SAP' - MSFT since '92, INTC since '94, DELL since '95, - you do notice a profit explosion and rapid share appreciation in each - a real corporate (and stock!) inflection point. So far SAP implementations and profit successes have been most noticeable in high tech companies. But now 'regular' companies like GM, Colgate-Palmolive, and Phillips are committing themselves to SAP. Would they have similar success as high tech SAP users? I tend to think so. There are other ERP software benders and they are all growing at blistering paces. But SAP may be unique in that it is comprehensive and it already has a great enterprise wide track record in companies like DELL and MSFT. These are just some of my thinking ( to avoid buyer's remorse after buying shares at 167+ :( - why didn't I listen to ibexx?.. :( ) I welcome more info on SAP and comments. P.S. I like the name SAP.. Peter Lynch pointed out that some of the most successful stocks have funny names - Crown,Cork,&Seal ; Pep Boys -Manny,Moe,and Jack, Subaru of America, etc. -- and what kind of company has names like 'Yahoo' ??