Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (10986)	6/7/1998 6:02:00 PM
From: Reginald Middleton	Respond to of 27307

I don't know about being the next MSFT, but they are definitely in the running. Once they get more momentum (in terms of ISV's) in thier R/3 software, they should be unstoppable. Until that point, they are still vulnerable to MSFT itself. The lock-in of a plethora of dependant apps would prevent the high end from going to MSFT due to sheer cost.

To: Bill Harmond who wrote (10986)	6/8/1998 1:19:00 AM
From: Elsewhere	Read Replies (1) \| Respond to of 27307

>BTW, looks like SAP is the next Microsoft. No, they work on different layers in the software universe, and the SAP management is experienced enough not to consider a "diworsification" into operating systems. SAP is an old story here in Germany, with a market cap north of 50 billion DM it is certainly not at the beginning of its development cycle. And the trailing PE of around 100 is not for the faint of heart either. Have you read Lynch's "One up on Wall Street"? "Beware the next something" is a golden rule. Just like XCIT will never be the next YHOO SAPHY is not the next MSFT. Jochen