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

To: Ibexx who wrote (731)	4/19/1998 6:02:00 PM
From: Brian Malloy	Respond to of 3424

Well written balanced article talking about Unix and NT. They make a mention of the SAP/MSFT partnership, old news but nice to see. Ultimately, NT's success vis-…-vis Unix depends on application support. Microsoft has always been great at rallying independent software vendors (ISV) around the Wintel platform, and users and analysts agree the behemoth made a lot of progress this year. "The last time we saw this kind of major investment in application development was when Windows 3.0 first came out,'' Kusnetzky says. Enterprise-level software developers, such as Oracle Corp., SAP AG, PeopleSoft, Inc. and The Baan Co. N.V., are moving aggressively into the NT space. So are smaller players. "The third-party software developers are much more comfortable in the NT environment today,'' says CSX's Randich. "We use Orbix from Iona [Technologies PLC, of Cambridge, Mass.] for our object request broker, and it was a bit rickety on NT a year ago. But Iona has stabilized it and added some rich features.'' CSX had a similar experience with its Versant object database. In the enterprise resource planning arena, NT now accounts for nearly half of all of SAP AG's unit sales of SAP - up from zero in 1995. "SAP is one of the most demanding applications in the galaxy, with single transactions touching multiple database tables,'' Microsoft's Muth says. "No one has yet built a computer big enough to consider SAP a trivial workload.'' IBM last month gave NT a big vote of confidence when the systems giant announced the porting of IBM's TXSeries transaction-processing middleware to NT. It is being bundled into a high-end software suite, code-named Bartoldi, that comprises ADSM, DB2 Connect and DB2 Universal Database, Network Communi-cations Server and systems management links to Tivoli Systems, Inc. Message 4120731

To: Ibexx who wrote (731)	4/19/1998 8:50:00 PM
From: tom ablett	Read Replies (1) \| Respond to of 3424

SAP increasing it's advertising...At least in Toronto.. cohengrp.com They had a full page add in the Globe and Mail this Saturday. And another full page add for other companies in the SAP Implementation and IT arena looking for help. Here's another article from Fortune Mag. Does anyone really believe that MSFT and SAP are working together. pathfinder.com I really enjoyed reading this article. It really makes you wonder. What happens when two Gorillas collide. There is no way that MSFT isn't scrambling to move farther into SAP's workspace. How high can SAP potentially go??? Anyone care to hazard a guess. Tom A.