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

To: ioioioi who wrote (1641)	7/23/1998 11:55:00 PM
From: Mike Buckley	Respond to of 3424

ioioio, >>I have talked to Crossroads VP, Marketing Terry Garnett, they want to be the next SAP connecting ERP's to one another. That is no laughing matter. << I hope I didn't give you the wrong impression about my perspective regarding CrossWorlds. I've never bought an IPO, but if CrossWorlds IPO'd today I'd buy it. I think they have a great shot at being huge, but that doesn't make them a direct competitor to SAP's core business. I mention the importance of core business, because the lines are continuing to blur in the ways companies complement and compete with each other. There's no question in my mind that SAP and CrossWorlds will be invading each other's space to a certain extent, but their core business is not the same. At least not for now. --Mike Buckley