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 (10997)	6/8/1998 10:21:00 AM
From: Elsewhere	Respond to of 27307

>[SAPHY] >I'm saying that SAP has a clear shot and the critical mass >necessary to enjoy the same network wealth effects (and stock >appreciation) that Microsoft enjoyed The stock has already appreciated several thousand percents in the past decade. >SAP clearly dominates its category worldwide. Tell that to representatives of other BOPS vendors (Baan, Oracle, PeopleSoft). Actually BAANF and PSFT are growing faster than SAPHY (in relative terms). >Its product is the safe choice, and it apparently works very well. Many people complain it is "over-engineered". Another plus of PSFT, for instance: I can go to EDGAR and download SEC reports electronically. For SAPHY only the usual PR releases are available, nothing for serious due diligence. Jochen