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

To: JuniorMint who wrote (695)	4/16/1998 8:55:00 AM
From: Ibexx	Read Replies (1) \| Respond to of 3424

Several years ago DELL tried to implement R/3 but failed. This was documented in detail in a WSJ article a year or so ago. But investment community, for the most part, viewed this more as a negative for Dell than for SAP. (Apparently, DELL's in house system at the time was not sophisticated enough to handle this program and the folks involved were not up to it). Anyway, this is an old story which no longer matters. Ibexx

To: JuniorMint who wrote (695)	4/16/1998 2:30:00 PM
From: Jay8088	Read Replies (1) \| Respond to of 3424

As far as I know, DELL had a huge success with SAP program. Remember that before '95, DELL was a low p/e stock due to its unpredictable financial results. I believe SAP implementation gave real boost to efficiency and predictability of its earnings stream. And now, DELL is treated like a classic growth stock in a highly cyclical industry. When other high tech companies noticed DELL's success with SAP, DELL decided to do others one better by implemanting its own corporate resource system - possibly on top of its SAP legacy system. I read that they are constantly tweaking this new in-house enterprise system.. DELL shares haven't suffered from this decision to improve their operation. The reason I call this 'SAP revolution' is that there may be real and large economic advantages to companies that implement SAP enterprise software system. Savvy high tech companies like Intel, MSFT, Lucent, and DELL were the first to reap the profit. But now other non tech companies ( MCI, Colgate, Phillips, GM ) are buying into the revolution. In my view, SAP story has a long way to go. Once again, this is just one person's view ( someone who bought in at 168!! yikes!.... :( ...) so take it with grains of salt. I welcome your opinions and comments.