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

To: Ibexx who wrote (758)	4/21/1998 3:33:00 PM
From: Andrew N. Cothran	Read Replies (1) \| Respond to of 3424

IBEXX: You have demonstrated that you are an astute investor who knows how to research them and then buy the ones that are truly worth buying. Please check out the new thread, INTENTIA, in the Software section which I started today. George Gilder includes INTENTIA in his list of telecosm technologies. INTENTIA competes with SAP. What do you think?

To: Ibexx who wrote (758)	4/22/1998 6:30:00 PM
From: Ibexx	Read Replies (2) \| Respond to of 3424

Thread, The following is from Motley Fool 4/22/98: __________ Apr 22, 1998 (6:13 PM ET) - The Motley Fool Evening News Baan Co. (Nasdaq:BAANF - news) dropped $3 7/8 to $49 1/2 after reporting fiscal Q1 EPS of $0.01, missing the First Call mean estimate of $0.11. The company reported a $71 million increase in deferred revenues to comply with new accounting guidelines for revenue recognition. Fellow business software developer PeopleSoft Inc. (Nasdaq:PSFT - news) also slumped $3 7/8 to $52 1/16 despite reporting Q1 EPS of $0.13, which was a penny ahead of the Street estimate. Slowing licensing revenue growth at both companies is causing some concern that the two firms are losing ground in their three-way brawl with German enterprise software giant SAP A.G. PeopleSoft's software sales jumped 64% in the quarter to $136.9 million, but an analyst told Bloomberg News that he had been expecting an even higher figure. In comparison, licensing revenue at Baan increased by an anemic 8% in Q1 to $90 million. fnews.yahoo.com ______ In the past, a number of folks asked me why I preferred SAP to PSFT and BAANF, well the above pretty much summarized my feelings. Ibexx