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

To: ioioioi who wrote (1624)	7/22/1998 7:53:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 3424

>we will see a binge of acquisitions next year (fall 1998) to have SAP, PSFT, ORCL and JD Edwards compete in this space. I am not sure what good an "acquisition" will do for SAP's web enabling. This, IMO, is a major re-engineering effort for their client software--perhaps a rewrite in JAVA or a really clever 3-tiered architecture. (That is what is so elegant about ORCL's engineering approach--the client nor the database software require little or no re-write by the application developer, including the customers and solution partners that wrote their apps using Developer.)